Evercore Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.8M	Hold	4,232	–	–	0.03%	186
2026 Q1	$1.57M	Hold	4,232	–	–	0.02%	175
2025 Q4	$1.64M	Buy	4,232 +90	+2%	+$34.5K	0.02%	174
2025 Q3	$1.57M	Sell	4,142 -110	-3%	-$40.1K	0.02%	184
2025 Q2	$1.49M	Hold	4,252	–	–	0.02%	183
2025 Q1	$1.35M	Buy	4,252 +60	+1%	+$20.1K	0.02%	197
2024 Q4	$1.4M	Sell	4,192 -75	-2%	-$25.2K	0.02%	189
2024 Q3	$1.39M	Sell	4,267 -75	-2%	-$23.6K	0.02%	192
2024 Q2	$1.34M	Hold	4,342	–	–	0.02%	193
2024 Q1	$1.3M	Sell	4,342 -370	-8%	-$106K	0.02%	196
2023 Q4	$1.29M	Buy	4,712 +20	+0.4%	+$5.1K	0.02%	199
2023 Q3	$1.15M	Hold	4,692	–	–	0.02%	205
2023 Q2	$1.19M	Buy	4,692 +87	+2%	+$20.9K	0.02%	199
2023 Q1	$1.08M	Hold	4,605	–	–	0.02%	205
2022 Q4	$1.02M	Buy	4,605 +1,357	+42%	+$302K	0.02%	210
2022 Q3	$672K	Hold	3,248	–	–	0.02%	228
2022 Q2	$706K	Hold	3,248	–	–	0.01%	238
2022 Q1	$852K	Hold	3,248	–	–	0.02%	242
2021 Q4	$901K	Buy	3,248 +125	+4%	+$33.9K	0.01%	233
2021 Q3	$796K	Sell	3,123 -571	-15%	-$149K	0.01%	241
2021 Q2	$945K	Hold	3,694	–	–	0.02%	232
2021 Q1	$876K	Hold	3,694	–	–	0.02%	238
2020 Q4	$826K	Sell	3,694 -3,342	-47%	-$702K	0.02%	233
2020 Q3	$1.38M	Hold	7,036	–	–	0.03%	173
2020 Q2	$1.27M	Sell	7,036 -3,558	-34%	-$603K	0.03%	173
2020 Q1	$1.57M	Buy	10,594 +762	+8%	+$136K	0.05%	148
2019 Q4	$1.85M	Hold	9,832	–	–	0.05%	161
2019 Q3	$1.71M	Buy	9,832 +3,558	+57%	+$617K	0.05%	162
2019 Q2	$1.08M	Hold	6,274	–	–	0.03%	197
2019 Q1	$1.05M	Hold	6,274	–	–	0.03%	196
2018 Q4	$922K	Hold	6,274	–	–	0.03%	185
2018 Q3	$1.08M	Buy	6,274 +600	+11%	+$102K	0.03%	190
2018 Q2	$921K	Hold	5,674	–	–	0.03%	211
2018 Q1	$887K	Hold	5,674	–	–	0.03%	195
2017 Q4	$897K	Hold	5,674	–	–	0.03%	196
2017 Q3	$847K	Sell	5,674 -600	-10%	-$87.6K	0.03%	191
2017 Q2	$904K	Hold	6,274	–	–	0.03%	193
2017 Q1	$878K	Hold	6,274	–	–	0.03%	193
2016 Q4	$834K	Buy	6,274 +4,433	+241%	+$575K	0.03%	196
2016 Q3	$236K	Buy	1,841 +600	+48%	+$76.6K	0.01%	344
2016 Q2	$154K	Hold	1,241	–	–	0.01%	405
2016 Q1	$150K	Sell	1,241 -354	-22%	-$40.5K	0.01%	401
2015 Q4	$192K	Hold	1,595	–	–	0.01%	372
2015 Q3	$182K	Hold	1,595	–	–	0.01%	395
2015 Q2	$198K	Hold	1,595	–	–	0.01%	420
2015 Q1	$197K	Buy	+1,595	New	+$196K	0.01%	417
2014 Q4	–	Sell	-1,595	Closed	-$187K	–	927
2014 Q3	$187K	Hold	1,595	–	–	0.01%	408
2014 Q2	$188K	Hold	1,595	–	–	0.01%	400
2014 Q1	$179K	Sell	1,595 -275	-15%	-$30.4K	0.01%	395
2013 Q4	$206K	Buy	1,870 +320	+21%	+$34K	0.01%	363
2013 Q3	$157K	Hold	1,550	–	–	0.01%	420
2013 Q2	$149K	Buy	+1,550	New	+$148K	0.01%	436

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Evercore Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 4,232 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #186.

Evercore Wealth Management first reported a position in IWV in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.85M in Q4 2019. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Evercore Wealth Management held 4,232 shares of iShares Russell 3000 ETF worth $1.8M as of Q2 2026.
Evercore Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.03% of Evercore Wealth Management's portfolio in Q2 2026, its #186 holding.
Evercore Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's iShares Russell 3000 ETF position peaked at $1.85M in Q4 2019.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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