Evercore Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Evercore Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$375K	Hold	951	–	–	0.01%	319
2026 Q1	$298K	Hold	951	–	–	﹤0.01%	333
2025 Q4	$307K	Sell	951 -609	-39%	-$198K	﹤0.01%	334
2025 Q3	$499K	Hold	1,560	–	–	0.01%	291
2025 Q2	$446K	Hold	1,560	–	–	0.01%	297
2025 Q1	$399K	Sell	1,560 -372	-19%	-$105K	0.01%	303
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%	-$2.08K	0.01%	273
2024 Q1	$525K	Sell	1,940 -811	-29%	-$207K	0.01%	276
2023 Q4	$694K	Buy	2,751 +609	+28%	+$137K	0.01%	251
2023 Q3	$480K	Buy	2,142 +1,183	+123%	+$283K	0.01%	277
2023 Q2	$233K	Hold	959	–	–	﹤0.01%	376
2023 Q1	$218K	Sell	959 -33	-3%	-$7.55K	﹤0.01%	375
2022 Q4	$213K	Sell	992 -59	-6%	-$12.9K	﹤0.01%	382
2022 Q3	$217K	Hold	1,051	–	–	﹤0.01%	360
2022 Q2	$217K	Sell	1,051 -33	-3%	-$7.36K	﹤0.01%	365
2022 Q1	$277K	Sell	1,084 -196	-15%	-$50.2K	﹤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%	-$20.2K	0.01%	323
2021 Q1	$405K	Sell	1,347 -100	-7%	-$31K	0.01%	322
2020 Q4	$415K	Hold	1,447	–	–	0.01%	310
2020 Q3	$320K	Sell	1,447 -15	-1%	-$3.28K	0.01%	310
2020 Q2	$303K	Sell	1,462 -304	-17%	-$56.9K	0.01%	306
2020 Q1	$280K	Sell	1,766 -336	-16%	-$66.7K	0.01%	309
2019 Q4	$450K	Buy	2,102 +451	+27%	+$91.5K	0.01%	290
2019 Q3	$318K	Buy	1,651 +141	+9%	+$28K	0.01%	332
2019 Q2	$303K	Sell	1,510 -440	-23%	-$87K	0.01%	340
2019 Q1	$384K	Buy	1,950 +500	+34%	+$95.1K	0.01%	302
2018 Q4	$244K	Hold	1,450	–	–	0.01%	334
2018 Q3	$313K	Buy	+1,450	New	+$309K	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%	-$68K	0.01%	408
2017 Q2	$199K	Hold	1,181	–	–	0.01%	369
2017 Q1	$191K	Buy	1,181 +53	+5%	+$8.41K	0.01%	371
2016 Q4	$173K	Hold	1,128	–	–	0.01%	400
2016 Q3	$168K	Buy	1,128 +400	+55%	+$58.3K	0.01%	408
2016 Q2	$100K	Sell	728 -375	-34%	-$50.6K	﹤0.01%	463
2016 Q1	$146K	Hold	1,103	–	–	0.01%	407
2015 Q4	$154K	Buy	1,103 +768	+229%	+$109K	0.01%	422
2015 Q3	$44K	Hold	335	–	–	﹤0.01%	604
2015 Q2	$51K	Sell	335 -580	-63%	-$88.9K	﹤0.01%	632
2015 Q1	$138K	Buy	+915	New	+$133K	0.01%	478
2014 Q4	–	Sell	-335	Closed	-$44K	–	923
2014 Q3	$44K	Sell	335 -121	-27%	-$16.2K	﹤0.01%	631
2014 Q2	$64K	Sell	456 -1,518	-77%	-$200K	﹤0.01%	578
2014 Q1	$269K	Sell	1,974 -530	-21%	-$72.5K	0.02%	336
2013 Q4	$340K	Buy	2,504 +2,148	+603%	+$278K	0.02%	310
2013 Q3	$45K	Buy	+356	New	+$42.9K	﹤0.01%	577

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Evercore Wealth Management's IWO Position: Q2 2026 in Review

Evercore Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 951 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #319.

Evercore Wealth Management first reported a position in IWO in Q3 2013 and has held it in 49 quarters since. The position peaked at $694K in Q4 2023. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Evercore Wealth Management held 951 shares of iShares Russell 2000 Growth ETF worth $375K as of Q2 2026.
Evercore Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #319 holding.
Evercore Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and has held it in 49 quarters since.
Evercore Wealth Management's iShares Russell 2000 Growth ETF position peaked at $694K in Q4 2023.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.