ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 54,595 Value ($000) $6,729 Avg Close Range
Q3 2025
Shares 55,010 Value ($000) $6,641 Avg Close Range
Q2 2025
Shares 55,010 Value ($000) $6,057 Avg Close Range
Q1 2025
Shares 55,010 Value ($000) $5,107 Avg Close Range
Q4 2024
Shares 58,760 Value ($000) $5,966 Avg Close Range
Q3 2024
Shares 53,022 Value ($000) $5,077 Avg Close Range
Q2 2024
Shares 54,429 Value ($000) $5,037 Avg Close Range
Q1 2024
Shares 54,629 Value ($000) $4,613 Avg Close Range
Q4 2023
Shares 54,629 Value ($000) $4,103 Avg Close Range
Q3 2023
Shares 53,877 Value ($000) $3,686 Avg Close Range
Q2 2023
Shares 54,475 Value ($000) $3,839 Avg Close Range
Q1 2023
Shares 54,550 Value ($000) $3,485 Avg Close Range
Q4 2022
Shares 46,550 Value ($000) $2,723 Avg Close Range
Q3 2022
Shares 46,550 Value ($000) $2,693 Avg Close Range
Q2 2022
Shares 47,423 Value ($000) $2,862 Avg Close Range
Q1 2022
Shares 47,423 Value ($000) $3,622 Avg Close Range
Q4 2021
Shares 47,423 Value ($000) $3,968 Avg Close Range
Q3 2021
Shares 47,423 Value ($000) $3,505 Avg Close Range
Q2 2021
Shares 47,468 Value ($000) $3,452 Avg Close Range
Q1 2021
Shares 47,584 Value ($000) $3,098 Avg Close Range
Q4 2020
Shares 47,284 Value ($000) $3,018 Avg Close Range
Q3 2020
Shares 10,617 Value ($000) $2,453 Avg Close Range
Q2 2020
Shares 11,238 Value ($000) $2,332 Avg Close Range
Q1 2020
Shares 12,586 Value ($000) $2,077 Avg Close Range
Q4 2019
Shares 10,505 Value ($000) $2,034 Avg Close Range
Q3 2019
Shares 10,505 Value ($000) $1,891 Avg Close Range
Q2 2019
Shares 10,505 Value ($000) $1,883 Avg Close Range
Q1 2019
Shares 10,355 Value ($000) $1,785 Avg Close Range
Q4 2018
Shares 10,150 Value ($000) $1,529 Avg Close Range
Q3 2018
Shares 10,168 Value ($000) $1,801 Avg Close Range
Q2 2018
Shares 10,150 Value ($000) $1,650 Avg Close Range
Q1 2018
Shares 10,150 Value ($000) $1,574 Avg Close Range
Q4 2017
Shares 12,513 Value ($000) $1,912 Avg Close Range
Q3 2017
Shares 12,513 Value ($000) $1,795 Avg Close Range
Q2 2017
Shares 12,513 Value ($000) $1,712 Avg Close Range
Q1 2017
Shares 12,513 Value ($000) $1,646 Avg Close Range
Q4 2016
Shares 12,449 Value ($000) $1,516 Avg Close Range
Q3 2016
Shares 12,449 Value ($000) $1,515 Avg Close Range
Q2 2016
Shares 15,100 Value ($000) $1,760 Avg Close Range
Q1 2016
Shares 15,100 Value ($000) $1,750 Avg Close Range
Q4 2015
Shares 14,700 Value ($000) $1,702 Avg Close Range
Q3 2015
Shares 14,700 Value ($000) $1,585 Avg Close Range
Q2 2015
Shares 15,075 Value ($000) $1,717 Avg Close Range
Q1 2015
Shares 21,291 Value ($000) $2,426 Avg Close Range
Q3 2014
Shares 14,833 Value ($000) $1,585 Avg Close Range
Q2 2014
Shares 14,833 Value ($000) $1,560 Avg Close Range
Q1 2014
Shares 14,833 Value ($000) $1,481 Avg Close Range
Q4 2013
Shares 14,833 Value ($000) $1,465 Avg Close Range
Q3 2013
Shares 14,833 Value ($000) $1,326 Avg Close Range
Q2 2013
Shares 14,833 Value ($000) $1,246 Avg Close Range