EWM
Evercore Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Hold |
1,560
| – | – | 0.01% | 297 |
|
|
2025
Q1 | $399K | Sell |
1,560
-372
| -19% | -$95.1K | 0.01% | 298 |
|
|
2024
Q4 | $556K | Hold |
1,932
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $549K | Hold |
1,932
| – | – | 0.01% | 266 |
|
|
2024
Q2 | $507K | Sell |
1,932
-8
| -0.4% | -$2.1K | 0.01% | 273 |
|
|
2024
Q1 | $525K | Sell |
1,940
-811
| -29% | -$220K | 0.01% | 276 |
|
|
2023
Q4 | $694K | Buy |
2,751
+609
| +28% | +$154K | 0.01% | 251 |
|
|
2023
Q3 | $480K | Buy |
2,142
+1,183
| +123% | +$265K | 0.01% | 277 |
|
|
2023
Q2 | $233K | Hold |
959
| – | – | ﹤0.01% | 376 |
|
|
2023
Q1 | $218K | Sell |
959
-33
| -3% | -$7.49K | ﹤0.01% | 375 |
|
|
2022
Q4 | $213K | Sell |
992
-59
| -6% | -$12.7K | ﹤0.01% | 382 |
|
|
2022
Q3 | $217K | Hold |
1,051
| – | – | ﹤0.01% | 360 |
|
|
2022
Q2 | $217K | Sell |
1,051
-33
| -3% | -$6.81K | ﹤0.01% | 365 |
|
|
2022
Q1 | $277K | Sell |
1,084
-196
| -15% | -$50.1K | ﹤0.01% | 368 |
|
|
2021
Q4 | $375K | Hold |
1,280
| – | – | 0.01% | 322 |
|
|
2021
Q3 | $376K | Hold |
1,280
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $399K | Sell |
1,280
-67
| -5% | -$20.9K | 0.01% | 323 |
|
|
2021
Q1 | $405K | Sell |
1,347
-100
| -7% | -$30.1K | 0.01% | 322 |
|
|
2020
Q4 | $415K | Hold |
1,447
| – | – | 0.01% | 309 |
|
|
2020
Q3 | $320K | Sell |
1,447
-15
| -1% | -$3.32K | 0.01% | 310 |
|
|
2020
Q2 | $303K | Sell |
1,462
-304
| -17% | -$63K | 0.01% | 306 |
|
|
2020
Q1 | $280K | Sell |
1,766
-336
| -16% | -$53.3K | 0.01% | 309 |
|
|
2019
Q4 | $450K | Buy |
2,102
+451
| +27% | +$96.6K | 0.01% | 290 |
|
|
2019
Q3 | $318K | Buy |
1,651
+141
| +9% | +$27.2K | 0.01% | 332 |
|
|
2019
Q2 | $303K | Sell |
1,510
-440
| -23% | -$88.3K | 0.01% | 340 |
|
|
2019
Q1 | $384K | Buy |
1,950
+500
| +34% | +$98.5K | 0.01% | 302 |
|
|
2018
Q4 | $244K | Hold |
1,450
| – | – | 0.01% | 334 |
|
|
2018
Q3 | $313K | Buy |
+1,450
| New | +$313K | 0.01% | 339 |
|
|
2018
Q1 | – | Sell |
-781
| Closed | -$146K | – | 566 |
|
|
2017
Q4 | $146K | Hold |
781
| – | – | 0.01% | 407 |
|
|
2017
Q3 | $140K | Sell |
781
-400
| -34% | -$71.7K | 0.01% | 408 |
|
|
2017
Q2 | $199K | Hold |
1,181
| – | – | 0.01% | 367 |
|
|
2017
Q1 | $191K | Buy |
1,181
+53
| +5% | +$8.57K | 0.01% | 370 |
|
|
2016
Q4 | $173K | Hold |
1,128
| – | – | 0.01% | 399 |
|
|
2016
Q3 | $168K | Buy |
1,128
+400
| +55% | +$59.6K | 0.01% | 408 |
|
|
2016
Q2 | $100K | Sell |
728
-375
| -34% | -$51.5K | ﹤0.01% | 463 |
|
|
2016
Q1 | $146K | Hold |
1,103
| – | – | 0.01% | 407 |
|
|
2015
Q4 | $154K | Buy |
1,103
+768
| +229% | +$107K | 0.01% | 422 |
|
|
2015
Q3 | $44K | Hold |
335
| – | – | ﹤0.01% | 604 |
|
|
2015
Q2 | $51K | Sell |
335
-580
| -63% | -$88.3K | ﹤0.01% | 632 |
|
|
2015
Q1 | $138K | Buy |
+915
| New | +$138K | 0.01% | 478 |
|
|
2014
Q4 | – | Sell |
-335
| Closed | -$44K | – | 923 |
|
|
2014
Q3 | $44K | Sell |
335
-121
| -27% | -$15.9K | ﹤0.01% | 631 |
|
|
2014
Q2 | $64K | Sell |
456
-1,518
| -77% | -$213K | ﹤0.01% | 578 |
|
|
2014
Q1 | $269K | Sell |
1,974
-530
| -21% | -$72.2K | 0.02% | 336 |
|
|
2013
Q4 | $340K | Buy |
2,504
+2,148
| +603% | +$292K | 0.02% | 310 |
|
|
2013
Q3 | $45K | Buy |
+356
| New | +$45K | ﹤0.01% | 577 |
|