Evercore Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.34M | Buy |
30,240
+80
| +0.3% | +$8.41K | 0.05% | 132 |
|
|
2026
Q1 | $2.93M | Sell |
30,160
-329
| -1% | -$32.9K | 0.05% | 129 |
|
|
2025
Q4 | $2.94M | Sell |
30,489
-125
| -0.4% | -$12K | 0.04% | 134 |
|
|
2025
Q3 | $2.96M | Sell |
30,614
-1,581
| -5% | -$150K | 0.04% | 133 |
|
|
2025
Q2 | $2.96M | Sell |
32,195
-2
| -0% | -$173 | 0.05% | 127 |
|
|
2025
Q1 | $2.74M | Hold |
32,197
| – | – | 0.04% | 139 |
|
|
2024
Q4 | $2.85M | Sell |
32,197
-3,028
| -9% | -$275K | 0.04% | 134 |
|
|
2024
Q3 | $3.1M | Sell |
35,225
-1,450
| -4% | -$122K | 0.05% | 128 |
|
|
2024
Q2 | $2.97M | Buy |
36,675
+809
| +2% | +$65.8K | 0.05% | 132 |
|
|
2024
Q1 | $3.02M | Sell |
35,866
-2,000
| -5% | -$158K | 0.05% | 131 |
|
|
2023
Q4 | $2.94M | Buy |
37,866
+11,153
| +42% | +$792K | 0.05% | 133 |
|
|
2023
Q3 | $1.85M | Buy |
26,713
+425
| +2% | +$31K | 0.03% | 161 |
|
|
2023
Q2 | $1.92M | Sell |
26,288
-68
| -0.3% | -$4.73K | 0.04% | 162 |
|
|
2023
Q1 | $1.84M | Hold |
26,356
| – | – | 0.04% | 156 |
|
|
2022
Q4 | $1.78M | Sell |
26,356
-308
| -1% | -$20.8K | 0.04% | 162 |
|
|
2022
Q3 | $1.66M | Hold |
26,664
| – | – | 0.04% | 155 |
|
|
2022
Q2 | $1.72M | Sell |
26,664
-3,438
| -11% | -$245K | 0.04% | 156 |
|
|
2022
Q1 | $2.35M | Sell |
30,102
-3,366
| -10% | -$259K | 0.04% | 151 |
|
|
2021
Q4 | $2.78M | Sell |
33,468
-1,500
| -4% | -$123K | 0.05% | 142 |
|
|
2021
Q3 | $2.74M | Sell |
34,968
-167
| -0.5% | -$13.4K | 0.05% | 146 |
|
|
2021
Q2 | $2.78M | Sell |
35,135
-3,709
| -10% | -$288K | 0.05% | 148 |
|
|
2021
Q1 | $2.87M | Buy |
38,844
+61
| +0.2% | +$4.41K | 0.06% | 142 |
|
|
2020
Q4 | $2.66M | Buy |
38,783
+920
| +2% | +$58.6K | 0.06% | 137 |
|
|
2020
Q3 | $2.17M | Sell |
37,863
-3,991
| -10% | -$227K | 0.05% | 138 |
|
|
2020
Q2 | $2.24M | Sell |
41,854
-3,120
| -7% | -$156K | 0.06% | 135 |
|
|
2020
Q1 | $1.94M | Sell |
44,974
-13,274
| -23% | -$731K | 0.06% | 131 |
|
|
2019
Q4 | $3.47M | Sell |
58,248
-53
| -0.1% | -$3.04K | 0.09% | 113 |
|
|
2019
Q3 | $3.26M | Buy |
58,301
+4,526
| +8% | +$253K | 0.1% | 115 |
|
|
2019
Q2 | $3M | Buy |
53,775
+18,355
| +52% | +$1.01M | 0.09% | 123 |
|
|
2019
Q1 | $1.91M | Buy |
35,420
+2,815
| +9% | +$146K | 0.06% | 154 |
|
|
2018
Q4 | $1.52M | Sell |
32,605
-123
| -0.4% | -$6.2K | 0.06% | 153 |
|
|
2018
Q3 | $1.8M | Sell |
32,728
-152
| -0.5% | -$8.33K | 0.06% | 154 |
|
|
2018
Q2 | $1.74M | Buy |
32,880
+11,628
| +55% | +$612K | 0.06% | 151 |
|
|
2018
Q1 | $1.1M | Buy |
21,252
+520
| +3% | +$27.4K | 0.04% | 176 |
|
|
2017
Q4 | $1.08M | Buy |
20,732
+60
| +0.3% | +$3.04K | 0.04% | 180 |
|
|
2017
Q3 | $1.02M | Buy |
20,672
+840
| +4% | +$40.5K | 0.04% | 175 |
|
|
2017
Q2 | $953K | Sell |
19,832
-12
| -0.1% | -$569 | 0.04% | 186 |
|
|
2017
Q1 | $929K | Sell |
19,844
-160
| -0.8% | -$7.42K | 0.04% | 186 |
|
|
2016
Q4 | $894K | Sell |
20,004
-304
| -1% | -$13.3K | 0.04% | 188 |
|
|
2016
Q3 | $885K | Sell |
20,308
-84
| -0.4% | -$3.64K | 0.04% | 190 |
|
|
2016
Q2 | $857K | Sell |
20,392
-11,920
| -37% | -$492K | 0.04% | 188 |
|
|
2016
Q1 | $1.32M | Sell |
32,312
-30,928
| -49% | -$1.18M | 0.06% | 154 |
|
|
2015
Q4 | $2.53M | Buy |
63,240
+15,608
| +33% | +$636K | 0.12% | 116 |
|
|
2015
Q3 | $1.85M | Sell |
47,632
-4,060
| -8% | -$168K | 0.09% | 132 |
|
|
2015
Q2 | $2.2M | Buy |
51,692
+6,752
| +15% | +$294K | 0.1% | 127 |
|
|
2015
Q1 | $1.95M | Buy |
+44,940
| New | +$1.91M | 0.09% | 142 |
|
|
2014
Q4 | – | Sell |
-47,140
| Closed | -$1.87M | – | 925 |
|
|
2014
Q3 | $1.87M | Buy |
47,140
+3,800
| +9% | +$153K | 0.09% | 141 |
|
|
2014
Q2 | $1.76M | Sell |
43,340
-1,240
| -3% | -$48.3K | 0.09% | 142 |
|
|
2014
Q1 | $1.72M | Buy |
44,580
+3,860
| +9% | +$146K | 0.1% | 141 |
|
|
2013
Q4 | $1.53M | Buy |
40,720
+280
| +0.7% | +$10.1K | 0.08% | 157 |
|
|
2013
Q3 | $1.41M | Sell |
40,440
-96
| -0.2% | -$3.28K | 0.08% | 183 |
|
|
2013
Q2 | $1.32M | Buy |
+40,536
| New | +$1.31M | 0.07% | 187 |
|
Other funds holding IWR
Evercore Wealth Management's IWR Position: Q2 2026 in Review
Evercore Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.27% in Q2 2026, buying an estimated $8.41K and bringing the position to 30,240 shares worth $3.34M. The position accounts for 0.05% of the portfolio, ranked #132.
Evercore Wealth Management first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.47M in Q4 2019. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Evercore Wealth Management held 30,240 shares of iShares Russell Mid-Cap ETF worth $3.34M as of Q2 2026.
- Evercore Wealth Management bought 80 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $8.41K.
- iShares Russell Mid-Cap ETF made up 0.05% of Evercore Wealth Management's portfolio in Q2 2026, its #132 holding.
- Evercore Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Evercore Wealth Management's iShares Russell Mid-Cap ETF position peaked at $3.47M in Q4 2019.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.