EWM
Evercore Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Hold |
3,499
| – | – | 0.01% | 284 |
|
|
2025
Q1 | $411K | Hold |
3,499
| – | – | 0.01% | 292 |
|
|
2024
Q4 | $443K | Hold |
3,499
| – | – | 0.01% | 293 |
|
|
2024
Q3 | $410K | Hold |
3,499
| – | – | 0.01% | 297 |
|
|
2024
Q2 | $386K | Sell |
3,499
-213
| -6% | -$23.5K | 0.01% | 307 |
|
|
2024
Q1 | $424K | Buy |
3,712
+351
| +10% | +$40.1K | 0.01% | 300 |
|
|
2023
Q4 | $351K | Buy |
+3,361
| New | +$351K | 0.01% | 313 |
|
|
2021
Q1 | – | Sell |
-2,028
| Closed | -$208K | – | 435 |
|
|
2020
Q4 | $208K | Buy |
+2,028
| New | +$208K | ﹤0.01% | 407 |
|
|
2018
Q1 | – | Sell |
-593
| Closed | -$72K | – | 567 |
|
|
2017
Q4 | $72K | Hold |
593
| – | – | ﹤0.01% | 521 |
|
|
2017
Q3 | $67K | Hold |
593
| – | – | ﹤0.01% | 537 |
|
|
2017
Q2 | $64K | Hold |
593
| – | – | ﹤0.01% | 546 |
|
|
2017
Q1 | $62K | Hold |
593
| – | – | ﹤0.01% | 560 |
|
|
2016
Q4 | $58K | Hold |
593
| – | – | ﹤0.01% | 575 |
|
|
2016
Q3 | $58K | Hold |
593
| – | – | ﹤0.01% | 572 |
|
|
2016
Q2 | $55K | Hold |
593
| – | – | ﹤0.01% | 564 |
|
|
2016
Q1 | $55K | Hold |
593
| – | – | ﹤0.01% | 548 |
|
|
2015
Q4 | $55K | Hold |
593
| – | – | ﹤0.01% | 575 |
|
|
2015
Q3 | $52K | Hold |
593
| – | – | ﹤0.01% | 580 |
|
|
2015
Q2 | $58K | Hold |
593
| – | – | ﹤0.01% | 612 |
|
|
2015
Q1 | $58K | Buy |
+593
| New | +$58K | ﹤0.01% | 607 |
|
|
2014
Q4 | – | Sell |
-593
| Closed | -$52K | – | 924 |
|
|
2014
Q3 | $52K | Sell |
593
-400
| -40% | -$35.1K | ﹤0.01% | 607 |
|
|
2014
Q2 | $89K | Hold |
993
| – | – | ﹤0.01% | 528 |
|
|
2014
Q1 | $86K | Hold |
993
| – | – | ﹤0.01% | 514 |
|
|
2013
Q4 | $83K | Buy |
993
+800
| +415% | +$66.9K | ﹤0.01% | 481 |
|
|
2013
Q3 | $15K | Buy |
+193
| New | +$15K | ﹤0.01% | 719 |
|