Evercore Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Hold |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.34M | Hold |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $1.15M | Hold |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $672K | Hold |
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|
2022
Q2 | $706K | Hold |
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|
2022
Q1 | $852K | Hold |
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|
2021
Q4 | $901K | Buy |
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|
2021
Q3 | $796K | Sell |
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|
2021
Q2 | $945K | Hold |
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|
2021
Q1 | $876K | Hold |
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|
2020
Q4 | $826K | Sell |
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|
2020
Q3 | $1.38M | Hold |
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|
2020
Q2 | $1.27M | Sell |
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|
2020
Q1 | $1.57M | Buy |
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|
2019
Q4 | $1.85M | Hold |
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|
2019
Q3 | $1.71M | Buy |
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|
2019
Q2 | $1.08M | Hold |
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|
2019
Q1 | $1.05M | Hold |
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|
2018
Q4 | $922K | Hold |
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|
2018
Q3 | $1.08M | Buy |
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|
2018
Q2 | $921K | Hold |
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|
2018
Q1 | $887K | Hold |
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|
2017
Q4 | $897K | Hold |
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|
2017
Q3 | $847K | Sell |
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|
2017
Q2 | $904K | Hold |
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|
2017
Q1 | $878K | Hold |
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|
2016
Q4 | $834K | Buy |
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|
2016
Q3 | $236K | Buy |
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|
2016
Q2 | $154K | Hold |
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|
2016
Q1 | $150K | Sell |
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|
2015
Q4 | $192K | Hold |
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|
2015
Q3 | $182K | Hold |
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|
2015
Q2 | $198K | Hold |
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|
2015
Q1 | $197K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $187K | Hold |
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|
2014
Q2 | $188K | Hold |
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|
2014
Q1 | $179K | Sell |
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|
2013
Q4 | $206K | Buy |
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|
2013
Q3 | $157K | Hold |
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|
2013
Q2 | $149K | Buy |
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