ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 10,616 Value ($000) $2,233 Avg Close — Range —
Q3 2025
Shares 11,514 Value ($000) $2,344 Avg Close — Range —
Q2 2025
Shares 11,983 Value ($000) $2,328 Avg Close — Range —
Q1 2025
Shares 12,233 Value ($000) $2,302 Avg Close — Range —
Q4 2024
Shares 12,287 Value ($000) $2,275 Avg Close — Range —
Q3 2024
Shares 12,595 Value ($000) $2,391 Avg Close — Range —
Q2 2024
Shares 12,873 Value ($000) $2,246 Avg Close — Range —
Q1 2024
Shares 12,913 Value ($000) $2,313 Avg Close — Range —
Q4 2023
Shares 13,512 Value ($000) $2,233 Avg Close — Range —
Q3 2023
Shares 13,504 Value ($000) $2,050 Avg Close — Range —
Q2 2023
Shares 13,597 Value ($000) $2,146 Avg Close — Range —
Q1 2023
Shares 13,820 Value ($000) $2,104 Avg Close — Range —
Q4 2022
Shares 13,521 Value ($000) $2,050 Avg Close — Range —
Q3 2022
Shares 13,350 Value ($000) $1,816 Avg Close — Range —
Q2 2022
Shares 13,350 Value ($000) $1,935 Avg Close — Range —
Q1 2022
Shares 13,262 Value ($000) $2,201 Avg Close — Range —
Q4 2021
Shares 13,919 Value ($000) $2,337 Avg Close — Range —
Q3 2021
Shares 13,919 Value ($000) $2,178 Avg Close — Range —
Q2 2021
Shares 13,919 Value ($000) $2,208 Avg Close — Range —
Q1 2021
Shares 13,884 Value ($000) $2,104 Avg Close — Range —
Q4 2020
Shares 14,768 Value ($000) $2,019 Avg Close — Range —
Q3 2020
Shares 14,563 Value ($000) $1,720 Avg Close — Range —
Q2 2020
Shares 14,994 Value ($000) $1,689 Avg Close — Range —
Q1 2020
Shares 17,830 Value ($000) $1,768 Avg Close — Range —
Q4 2019
Shares 50,977 Value ($000) $6,957 Avg Close — Range —
Q3 2019
Shares 52,093 Value ($000) $6,681 Avg Close — Range —
Q2 2019
Shares 76,843 Value ($000) $9,776 Avg Close — Range —
Q1 2019
Shares 84,682 Value ($000) $10,458 Avg Close — Range —
Q4 2018
Shares 90,971 Value ($000) $10,102 Avg Close — Range —
Q3 2018
Shares 94,894 Value ($000) $12,015 Avg Close — Range —
Q2 2018
Shares 93,359 Value ($000) $11,332 Avg Close — Range —
Q1 2018
Shares 125,013 Value ($000) $14,997 Avg Close — Range —
Q4 2017
Shares 160,574 Value ($000) $19,966 Avg Close — Range —
Q3 2017
Shares 175,124 Value ($000) $20,754 Avg Close — Range —
Q2 2017
Shares 213,669 Value ($000) $24,877 Avg Close — Range —
Q1 2017
Shares 216,309 Value ($000) $24,863 Avg Close — Range —
Q4 2016
Shares 214,543 Value ($000) $24,035 Avg Close — Range —
Q3 2016
Shares 244,203 Value ($000) $25,793 Avg Close — Range —
Q2 2016
Shares 217,958 Value ($000) $22,500 Avg Close — Range —
Q1 2016
Shares 9,813 Value ($000) $970 Avg Close — Range —
Q4 2015
Shares 9,513 Value ($000) $931 Avg Close — Range —
Q3 2015
Shares 9,543 Value ($000) $890 Avg Close — Range —
Q2 2015
Shares 9,543 Value ($000) $985 Avg Close — Range —
Q1 2015
Shares 9,543 Value ($000) $984 Avg Close — Range —
Q4 2014
Shares 7,510 Value ($000) $784 Avg Close — Range —
Q3 2014
Shares 9,803 Value ($000) $981 Avg Close — Range —
Q2 2014
Shares 9,943 Value ($000) $1,007 Avg Close — Range —
Q1 2014
Shares 11,011 Value ($000) $1,062 Avg Close — Range —
Q4 2013
Shares 12,401 Value ($000) $1,168 Avg Close — Range —
Q3 2013
Shares 12,516 Value ($000) $1,079 Avg Close — Range —
Q2 2013
Shares 10,125 Value ($000) $848 Avg Close — Range —