ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 14,110 Value ($000) $5,269 Avg Close — Range —
Q3 2025
Shares 15,680 Value ($000) $5,731 Avg Close — Range —
Q2 2025
Shares 15,552 Value ($000) $5,281 Avg Close — Range —
Q1 2025
Shares 15,582 Value ($000) $4,780 Avg Close — Range —
Q4 2024
Shares 15,642 Value ($000) $5,039 Avg Close — Range —
Q3 2024
Shares 15,516 Value ($000) $4,878 Avg Close — Range —
Q2 2024
Shares 52,997 Value ($000) $15,769 Avg Close — Range —
Q1 2024
Shares 52,997 Value ($000) $15,265 Avg Close — Range —
Q4 2023
Shares 53,017 Value ($000) $13,904 Avg Close — Range —
Q3 2023
Shares 51,460 Value ($000) $12,088 Avg Close — Range —
Q2 2023
Shares 51,460 Value ($000) $12,543 Avg Close — Range —
Q1 2023
Shares 51,480 Value ($000) $11,595 Avg Close — Range —
Q4 2022
Shares 51,602 Value ($000) $10,863 Avg Close — Range —
Q3 2022
Shares 50,612 Value ($000) $9,987 Avg Close — Range —
Q2 2022
Shares 51,051 Value ($000) $10,606 Avg Close — Range —
Q1 2022
Shares 51,041 Value ($000) $12,764 Avg Close — Range —
Q4 2021
Shares 52,651 Value ($000) $13,923 Avg Close — Range —
Q3 2021
Shares 52,845 Value ($000) $12,773 Avg Close — Range —
Q2 2021
Shares 52,847 Value ($000) $12,793 Avg Close — Range —
Q1 2021
Shares 52,597 Value ($000) $11,773 Avg Close — Range —
Q4 2020
Shares 59,176 Value ($000) $12,536 Avg Close — Range —
Q3 2020
Shares 60,426 Value ($000) $11,309 Avg Close — Range —
Q2 2020
Shares 60,506 Value ($000) $10,388 Avg Close — Range —
Q1 2020
Shares 60,506 Value ($000) $8,563 Avg Close — Range —
Q4 2019
Shares 60,676 Value ($000) $10,826 Avg Close — Range —
Q3 2019
Shares 57,359 Value ($000) $9,438 Avg Close — Range —
Q2 2019
Shares 57,244 Value ($000) $9,319 Avg Close — Range —
Q1 2019
Shares 56,944 Value ($000) $8,958 Avg Close — Range —
Q4 2018
Shares 56,944 Value ($000) $7,898 Avg Close — Range —
Q3 2018
Shares 63,934 Value ($000) $10,339 Avg Close — Range —
Q2 2018
Shares 62,384 Value ($000) $9,481 Avg Close — Range —
Q1 2018
Shares 61,225 Value ($000) $8,992 Avg Close — Range —
Q4 2017
Shares 61,184 Value ($000) $9,093 Avg Close — Range —
Q3 2017
Shares 61,324 Value ($000) $8,578 Avg Close — Range —
Q2 2017
Shares 62,974 Value ($000) $8,518 Avg Close — Range —
Q1 2017
Shares 62,974 Value ($000) $8,265 Avg Close — Range —
Q4 2016
Shares 62,974 Value ($000) $7,838 Avg Close — Range —
Q3 2016
Shares 60,499 Value ($000) $7,288 Avg Close — Range —
Q2 2016
Shares 58,949 Value ($000) $6,891 Avg Close — Range —
Q1 2016
Shares 57,949 Value ($000) $6,610 Avg Close — Range —
Q4 2015
Shares 57,720 Value ($000) $6,540 Avg Close — Range —
Q3 2015
Shares 57,920 Value ($000) $6,201 Avg Close — Range —
Q2 2015
Shares 61,420 Value ($000) $7,127 Avg Close — Range —
Q1 2015
Shares 57,145 Value ($000) $6,620 Avg Close — Range —
Q3 2014
Shares 57,145 Value ($000) $6,279 Avg Close — Range —
Q2 2014
Shares 57,145 Value ($000) $6,292 Avg Close — Range —
Q1 2014
Shares 57,145 Value ($000) $5,987 Avg Close — Range —
Q4 2013
Shares 57,145 Value ($000) $5,896 Avg Close — Range —
Q3 2013
Shares 57,145 Value ($000) $5,382 Avg Close — Range —
Q2 2013
Shares 57,145 Value ($000) $5,139 Avg Close — Range —