ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 4,400 Value ($000) $797 Avg Close — Range —
Q3 2025
Shares 4,400 Value ($000) $778 Avg Close — Range —
Q2 2025
Shares 4,449 Value ($000) $702 Avg Close — Range —
Q1 2025
Shares 4,449 Value ($000) $672 Avg Close — Range —
Q4 2024
Shares 4,749 Value ($000) $780 Avg Close — Range —
Q3 2024
Shares 4,827 Value ($000) $805 Avg Close — Range —
Q2 2024
Shares 10,233 Value ($000) $1,558 Avg Close — Range —
Q1 2024
Shares 10,445 Value ($000) $1,659 Avg Close — Range —
Q4 2023
Shares 10,534 Value ($000) $1,636 Avg Close — Range —
Q3 2023
Shares 10,734 Value ($000) $1,455 Avg Close — Range —
Q2 2023
Shares 11,122 Value ($000) $1,566 Avg Close — Range —
Q1 2023
Shares 11,153 Value ($000) $1,528 Avg Close — Range —
Q4 2022
Shares 11,648 Value ($000) $1,615 Avg Close — Range —
Q3 2022
Shares 11,659 Value ($000) $1,503 Avg Close — Range —
Q2 2022
Shares 11,896 Value ($000) $1,620 Avg Close — Range —
Q1 2022
Shares 12,006 Value ($000) $1,938 Avg Close — Range —
Q4 2021
Shares 12,079 Value ($000) $2,006 Avg Close — Range —
Q3 2021
Shares 12,079 Value ($000) $1,935 Avg Close — Range —
Q2 2021
Shares 12,079 Value ($000) $2,002 Avg Close — Range —
Q1 2021
Shares 12,154 Value ($000) $1,938 Avg Close — Range —
Q4 2020
Shares 12,209 Value ($000) $1,609 Avg Close — Range —
Q3 2020
Shares 12,219 Value ($000) $1,214 Avg Close — Range —
Q2 2020
Shares 12,674 Value ($000) $1,235 Avg Close — Range —
Q1 2020
Shares 12,877 Value ($000) $1,056 Avg Close — Range —
Q4 2019
Shares 16,757 Value ($000) $2,155 Avg Close — Range —
Q3 2019
Shares 9,212 Value ($000) $1,100 Avg Close — Range —
Q2 2019
Shares 9,212 Value ($000) $1,110 Avg Close — Range —
Q1 2019
Shares 9,902 Value ($000) $1,188 Avg Close — Range —
Q4 2018
Shares 9,111 Value ($000) $980 Avg Close — Range —
Q3 2018
Shares 8,481 Value ($000) $1,128 Avg Close — Range —
Q2 2018
Shares 8,481 Value ($000) $1,119 Avg Close — Range —
Q1 2018
Shares 8,524 Value ($000) $1,039 Avg Close — Range —
Q4 2017
Shares 8,524 Value ($000) $1,072 Avg Close — Range —
Q3 2017
Shares 8,524 Value ($000) $1,058 Avg Close — Range —
Q2 2017
Shares 8,524 Value ($000) $1,014 Avg Close — Range —
Q1 2017
Shares 8,544 Value ($000) $1,010 Avg Close — Range —
Q4 2016
Shares 8,854 Value ($000) $1,053 Avg Close — Range —
Q3 2016
Shares 8,954 Value ($000) $938 Avg Close — Range —
Q2 2016
Shares 9,064 Value ($000) $882 Avg Close — Range —
Q1 2016
Shares 9,114 Value ($000) $849 Avg Close — Range —
Q4 2015
Shares 8,973 Value ($000) $825 Avg Close — Range —
Q3 2015
Shares 7,583 Value ($000) $683 Avg Close — Range —
Q2 2015
Shares 7,583 Value ($000) $772 Avg Close — Range —
Q1 2015
Shares 4,824 Value ($000) $498 Avg Close — Range —
Q4 2014
Shares 2,060 Value ($000) $209 Avg Close — Range —
Q3 2014
Shares 7,758 Value ($000) $725 Avg Close — Range —
Q2 2014
Shares 8,253 Value ($000) $851 Avg Close — Range —
Q1 2014
Shares 8,982 Value ($000) $906 Avg Close — Range —
Q4 2013
Shares 9,157 Value ($000) $910 Avg Close — Range —
Q3 2013
Shares 9,303 Value ($000) $853 Avg Close — Range —
Q2 2013
Shares 8,954 Value ($000) $769 Avg Close — Range —