EWM
Evercore Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Sell |
32,195
-2
| -0% | -$184 | 0.05% | 127 |
|
|
2025
Q1 | $2.74M | Hold |
32,197
| – | – | 0.04% | 138 |
|
|
2024
Q4 | $2.85M | Sell |
32,197
-3,028
| -9% | -$268K | 0.04% | 134 |
|
|
2024
Q3 | $3.1M | Sell |
35,225
-1,450
| -4% | -$128K | 0.05% | 128 |
|
|
2024
Q2 | $2.97M | Buy |
36,675
+809
| +2% | +$65.6K | 0.05% | 132 |
|
|
2024
Q1 | $3.02M | Sell |
35,866
-2,000
| -5% | -$168K | 0.05% | 131 |
|
|
2023
Q4 | $2.94M | Buy |
37,866
+11,153
| +42% | +$867K | 0.05% | 133 |
|
|
2023
Q3 | $1.85M | Buy |
26,713
+425
| +2% | +$29.4K | 0.03% | 161 |
|
|
2023
Q2 | $1.92M | Sell |
26,288
-68
| -0.3% | -$4.97K | 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% | -$222K | 0.04% | 156 |
|
|
2022
Q1 | $2.35M | Sell |
30,102
-3,366
| -10% | -$263K | 0.04% | 151 |
|
|
2021
Q4 | $2.78M | Sell |
33,468
-1,500
| -4% | -$125K | 0.05% | 142 |
|
|
2021
Q3 | $2.74M | Sell |
34,968
-167
| -0.5% | -$13.1K | 0.05% | 146 |
|
|
2021
Q2 | $2.78M | Sell |
35,135
-3,709
| -10% | -$294K | 0.05% | 148 |
|
|
2021
Q1 | $2.87M | Buy |
38,844
+61
| +0.2% | +$4.51K | 0.06% | 142 |
|
|
2020
Q4 | $2.66M | Buy |
38,783
+920
| +2% | +$63.1K | 0.06% | 136 |
|
|
2020
Q3 | $2.17M | Sell |
37,863
-3,991
| -10% | -$229K | 0.05% | 138 |
|
|
2020
Q2 | $2.24M | Sell |
41,854
-3,120
| -7% | -$167K | 0.06% | 135 |
|
|
2020
Q1 | $1.94M | Sell |
44,974
-13,274
| -23% | -$573K | 0.06% | 131 |
|
|
2019
Q4 | $3.47M | Sell |
58,248
-53
| -0.1% | -$3.16K | 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% | +$1.03M | 0.09% | 123 |
|
|
2019
Q1 | $1.91M | Buy |
35,420
+2,815
| +9% | +$152K | 0.06% | 154 |
|
|
2018
Q4 | $1.52M | Buy |
32,605
+24,423
| +298% | +$1.14M | 0.06% | 153 |
|
|
2018
Q3 | $1.8M | Sell |
8,182
-38
| -0.5% | -$8.38K | 0.06% | 154 |
|
|
2018
Q2 | $1.74M | Buy |
8,220
+2,907
| +55% | +$617K | 0.06% | 151 |
|
|
2018
Q1 | $1.1M | Buy |
5,313
+130
| +3% | +$26.8K | 0.04% | 176 |
|
|
2017
Q4 | $1.08M | Buy |
5,183
+15
| +0.3% | +$3.12K | 0.04% | 180 |
|
|
2017
Q3 | $1.02M | Buy |
5,168
+210
| +4% | +$41.4K | 0.04% | 175 |
|
|
2017
Q2 | $953K | Sell |
4,958
-3
| -0.1% | -$577 | 0.04% | 184 |
|
|
2017
Q1 | $929K | Sell |
4,961
-40
| -0.8% | -$7.49K | 0.04% | 185 |
|
|
2016
Q4 | $894K | Sell |
5,001
-76
| -1% | -$13.6K | 0.04% | 187 |
|
|
2016
Q3 | $885K | Sell |
5,077
-21
| -0.4% | -$3.66K | 0.04% | 190 |
|
|
2016
Q2 | $857K | Sell |
5,098
-2,980
| -37% | -$501K | 0.04% | 188 |
|
|
2016
Q1 | $1.32M | Sell |
8,078
-7,732
| -49% | -$1.26M | 0.06% | 154 |
|
|
2015
Q4 | $2.53M | Buy |
15,810
+3,902
| +33% | +$625K | 0.12% | 116 |
|
|
2015
Q3 | $1.85M | Sell |
11,908
-1,015
| -8% | -$158K | 0.09% | 132 |
|
|
2015
Q2 | $2.2M | Buy |
12,923
+1,688
| +15% | +$288K | 0.1% | 127 |
|
|
2015
Q1 | $1.95M | Buy |
+11,235
| New | +$1.95M | 0.09% | 142 |
|
|
2014
Q4 | – | Sell |
-11,785
| Closed | -$1.87M | – | 925 |
|
|
2014
Q3 | $1.87M | Buy |
11,785
+950
| +9% | +$151K | 0.09% | 141 |
|
|
2014
Q2 | $1.76M | Sell |
10,835
-310
| -3% | -$50.4K | 0.09% | 142 |
|
|
2014
Q1 | $1.72M | Buy |
11,145
+965
| +9% | +$149K | 0.1% | 141 |
|
|
2013
Q4 | $1.53M | Buy |
10,180
+70
| +0.7% | +$10.5K | 0.08% | 157 |
|
|
2013
Q3 | $1.41M | Sell |
10,110
-24
| -0.2% | -$3.34K | 0.08% | 183 |
|
|
2013
Q2 | $1.32M | Buy |
+10,134
| New | +$1.32M | 0.07% | 187 |
|