EWM
Evercore Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Hold |
4,252
| – | – | 0.02% | 183 |
|
|
2025
Q1 | $1.35M | Buy |
4,252
+60
| +1% | +$19.1K | 0.02% | 193 |
|
|
2024
Q4 | $1.4M | Sell |
4,192
-75
| -2% | -$25.1K | 0.02% | 189 |
|
|
2024
Q3 | $1.39M | Sell |
4,267
-75
| -2% | -$24.5K | 0.02% | 192 |
|
|
2024
Q2 | $1.34M | Hold |
4,342
| – | – | 0.02% | 193 |
|
|
2024
Q1 | $1.3M | Sell |
4,342
-370
| -8% | -$111K | 0.02% | 196 |
|
|
2023
Q4 | $1.29M | Buy |
4,712
+20
| +0.4% | +$5.48K | 0.02% | 199 |
|
|
2023
Q3 | $1.15M | Hold |
4,692
| – | – | 0.02% | 205 |
|
|
2023
Q2 | $1.19M | Buy |
4,692
+87
| +2% | +$22.1K | 0.02% | 199 |
|
|
2023
Q1 | $1.08M | Hold |
4,605
| – | – | 0.02% | 205 |
|
|
2022
Q4 | $1.02M | Buy |
4,605
+1,357
| +42% | +$299K | 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% | +$34.7K | 0.01% | 233 |
|
|
2021
Q3 | $796K | Sell |
3,123
-571
| -15% | -$146K | 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% | -$747K | 0.02% | 232 |
|
|
2020
Q3 | $1.38M | Hold |
7,036
| – | – | 0.03% | 173 |
|
|
2020
Q2 | $1.27M | Sell |
7,036
-3,558
| -34% | -$641K | 0.03% | 173 |
|
|
2020
Q1 | $1.57M | Buy |
10,594
+762
| +8% | +$113K | 0.05% | 148 |
|
|
2019
Q4 | $1.85M | Hold |
9,832
| – | – | 0.05% | 161 |
|
|
2019
Q3 | $1.71M | Buy |
9,832
+3,558
| +57% | +$618K | 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% | +$103K | 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% | -$89.6K | 0.03% | 191 |
|
|
2017
Q2 | $904K | Hold |
6,274
| – | – | 0.03% | 191 |
|
|
2017
Q1 | $878K | Hold |
6,274
| – | – | 0.03% | 192 |
|
|
2016
Q4 | $834K | Buy |
6,274
+4,433
| +241% | +$589K | 0.03% | 195 |
|
|
2016
Q3 | $236K | Buy |
1,841
+600
| +48% | +$76.9K | 0.01% | 344 |
|
|
2016
Q2 | $154K | Hold |
1,241
| – | – | 0.01% | 405 |
|
|
2016
Q1 | $150K | Sell |
1,241
-354
| -22% | -$42.8K | 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 | +$197K | 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% | -$30.9K | 0.01% | 395 |
|
|
2013
Q4 | $206K | Buy |
1,870
+320
| +21% | +$35.3K | 0.01% | 363 |
|
|
2013
Q3 | $157K | Hold |
1,550
| – | – | 0.01% | 420 |
|
|
2013
Q2 | $149K | Buy |
+1,550
| New | +$149K | 0.01% | 436 |
|