Evercore Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Hold |
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|
2025
Q1 | $411K | Hold |
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|
2024
Q4 | $443K | Hold |
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|
2024
Q3 | $410K | Hold |
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|
2024
Q2 | $386K | Sell |
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|
2024
Q1 | $424K | Buy |
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|
2023
Q4 | $351K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $208K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $72K | Hold |
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|
2017
Q3 | $67K | Hold |
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|
2017
Q2 | $64K | Hold |
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|
2017
Q1 | $62K | Hold |
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|
2016
Q4 | $58K | Hold |
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|
2016
Q3 | $58K | Hold |
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|
2016
Q2 | $55K | Hold |
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|
2016
Q1 | $55K | Hold |
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|
2015
Q4 | $55K | Hold |
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|
2015
Q3 | $52K | Hold |
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|
2015
Q2 | $58K | Hold |
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|
2015
Q1 | $58K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $52K | Sell |
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|
2014
Q2 | $89K | Hold |
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|
2014
Q1 | $86K | Hold |
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|
2013
Q4 | $83K | Buy |
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|
2013
Q3 | $15K | Buy |
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