Evercore Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$408K	Sell	2,784 -715	-20%	-$98.6K	0.01%	308
2026 Q1	$448K	Hold	3,499	–	–	0.01%	294
2025 Q4	$479K	Hold	3,499	–	–	0.01%	290
2025 Q3	$498K	Hold	3,499	–	–	0.01%	293
2025 Q2	$485K	Hold	3,499	–	–	0.01%	284
2025 Q1	$411K	Hold	3,499	–	–	0.01%	297
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%	-$23.4K	0.01%	307
2024 Q1	$424K	Buy	3,712 +351	+10%	+$38K	0.01%	300
2023 Q4	$351K	Buy	+3,361	New	+$319K	0.01%	313
2021 Q1	–	Sell	-2,028	Closed	-$208K	–	435
2020 Q4	$208K	Buy	+2,028	New	+$193K	﹤0.01%	408
2018 Q1	–	Sell	-1,186	Closed	-$72K	–	567
2017 Q4	$72K	Hold	1,186	–	–	﹤0.01%	522
2017 Q3	$67K	Hold	1,186	–	–	﹤0.01%	537
2017 Q2	$64K	Hold	1,186	–	–	﹤0.01%	548
2017 Q1	$62K	Hold	1,186	–	–	﹤0.01%	561
2016 Q4	$58K	Hold	1,186	–	–	﹤0.01%	576
2016 Q3	$58K	Hold	1,186	–	–	﹤0.01%	572
2016 Q2	$55K	Hold	1,186	–	–	﹤0.01%	564
2016 Q1	$55K	Hold	1,186	–	–	﹤0.01%	548
2015 Q4	$55K	Hold	1,186	–	–	﹤0.01%	575
2015 Q3	$52K	Hold	1,186	–	–	﹤0.01%	580
2015 Q2	$58K	Hold	1,186	–	–	﹤0.01%	612
2015 Q1	$58K	Buy	+1,186	New	+$56.6K	﹤0.01%	607
2014 Q4	–	Sell	-1,186	Closed	-$52K	–	924
2014 Q3	$52K	Sell	1,186 -800	-40%	-$35.7K	﹤0.01%	607
2014 Q2	$89K	Hold	1,986	–	–	﹤0.01%	528
2014 Q1	$86K	Hold	1,986	–	–	﹤0.01%	514
2013 Q4	$83K	Buy	1,986 +1,600	+415%	+$64.7K	﹤0.01%	481
2013 Q3	$15K	Buy	+386	New	+$14.7K	﹤0.01%	719

Other funds holding IWP

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

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

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

Evercore Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 20% in Q2 2026, selling an estimated $98.6K and leaving 2,784 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #308.

Evercore Wealth Management first reported a position in IWP in Q3 2013 and has held it in 29 quarters since. The position peaked at $498K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Evercore Wealth Management held 2,784 shares of iShares Russell Mid-Cap Growth ETF worth $408K as of Q2 2026.
Evercore Wealth Management sold 715 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $98.6K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #308 holding.
Evercore Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2013 and has held it in 29 quarters since.
Evercore Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $498K in Q3 2025.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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