Evercore Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Hold |
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|
2025
Q1 | $399K | Sell |
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|
2024
Q4 | $556K | Hold |
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|
2024
Q3 | $549K | Hold |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $525K | Sell |
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|
2023
Q4 | $694K | Buy |
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|
2023
Q3 | $480K | Buy |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $277K | Sell |
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|
2021
Q4 | $375K | Hold |
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|
2021
Q3 | $376K | Hold |
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|
2021
Q2 | $399K | Sell |
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|
2021
Q1 | $405K | Sell |
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|
2020
Q4 | $415K | Hold |
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|
2020
Q3 | $320K | Sell |
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|
2020
Q2 | $303K | Sell |
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|
2020
Q1 | $280K | Sell |
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|
2019
Q4 | $450K | Buy |
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|
2019
Q3 | $318K | Buy |
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|
2019
Q2 | $303K | Sell |
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|
2019
Q1 | $384K | Buy |
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|
2018
Q4 | $244K | Hold |
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|
2018
Q3 | $313K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $146K | Hold |
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|
2017
Q3 | $140K | Sell |
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|
2017
Q2 | $199K | Hold |
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|
2017
Q1 | $191K | Buy |
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|
2016
Q4 | $173K | Hold |
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|
2016
Q3 | $168K | Buy |
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|
2016
Q2 | $100K | Sell |
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|
2016
Q1 | $146K | Hold |
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|
2015
Q4 | $154K | Buy |
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|
2015
Q3 | $44K | Hold |
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|
2015
Q2 | $51K | Sell |
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|
2015
Q1 | $138K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $44K | Sell |
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|
2014
Q2 | $64K | Sell |
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|
2014
Q1 | $269K | Sell |
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|
2013
Q4 | $340K | Buy |
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|
2013
Q3 | $45K | Buy |
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