ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 3,499 Value ($000) $479 Avg Close Range
Q3 2025
Shares 3,499 Value ($000) $498 Avg Close Range
Q2 2025
Shares 3,499 Value ($000) $485 Avg Close Range
Q1 2025
Shares 3,499 Value ($000) $411 Avg Close Range
Q4 2024
Shares 3,499 Value ($000) $443 Avg Close Range
Q3 2024
Shares 3,499 Value ($000) $410 Avg Close Range
Q2 2024
Shares 3,499 Value ($000) $386 Avg Close Range
Q1 2024
Shares 3,712 Value ($000) $424 Avg Close Range
Q4 2023
Shares 3,361 Value ($000) $351 Avg Close Range
Q4 2020
Shares 2,028 Value ($000) $208 Avg Close Range
Q4 2017
Shares 593 Value ($000) $72 Avg Close Range
Q3 2017
Shares 593 Value ($000) $67 Avg Close Range
Q2 2017
Shares 593 Value ($000) $64 Avg Close Range
Q1 2017
Shares 593 Value ($000) $62 Avg Close Range
Q4 2016
Shares 593 Value ($000) $58 Avg Close Range
Q3 2016
Shares 593 Value ($000) $58 Avg Close Range
Q2 2016
Shares 593 Value ($000) $55 Avg Close Range
Q1 2016
Shares 593 Value ($000) $55 Avg Close Range
Q4 2015
Shares 593 Value ($000) $55 Avg Close Range
Q3 2015
Shares 593 Value ($000) $52 Avg Close Range
Q2 2015
Shares 593 Value ($000) $58 Avg Close Range
Q1 2015
Shares 593 Value ($000) $58 Avg Close Range
Q3 2014
Shares 593 Value ($000) $52 Avg Close Range
Q2 2014
Shares 993 Value ($000) $89 Avg Close Range
Q1 2014
Shares 993 Value ($000) $86 Avg Close Range
Q4 2013
Shares 993 Value ($000) $83 Avg Close Range
Q3 2013
Shares 193 Value ($000) $15 Avg Close Range