ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 951 Value ($000) $307 Avg Close — Range —
Q3 2025
Shares 1,560 Value ($000) $499 Avg Close — Range —
Q2 2025
Shares 1,560 Value ($000) $446 Avg Close — Range —
Q1 2025
Shares 1,560 Value ($000) $399 Avg Close — Range —
Q4 2024
Shares 1,932 Value ($000) $556 Avg Close — Range —
Q3 2024
Shares 1,932 Value ($000) $549 Avg Close — Range —
Q2 2024
Shares 1,932 Value ($000) $507 Avg Close — Range —
Q1 2024
Shares 1,940 Value ($000) $525 Avg Close — Range —
Q4 2023
Shares 2,751 Value ($000) $694 Avg Close — Range —
Q3 2023
Shares 2,142 Value ($000) $480 Avg Close — Range —
Q2 2023
Shares 959 Value ($000) $233 Avg Close — Range —
Q1 2023
Shares 959 Value ($000) $218 Avg Close — Range —
Q4 2022
Shares 992 Value ($000) $213 Avg Close — Range —
Q3 2022
Shares 1,051 Value ($000) $217 Avg Close — Range —
Q2 2022
Shares 1,051 Value ($000) $217 Avg Close — Range —
Q1 2022
Shares 1,084 Value ($000) $277 Avg Close — Range —
Q4 2021
Shares 1,280 Value ($000) $375 Avg Close — Range —
Q3 2021
Shares 1,280 Value ($000) $376 Avg Close — Range —
Q2 2021
Shares 1,280 Value ($000) $399 Avg Close — Range —
Q1 2021
Shares 1,347 Value ($000) $405 Avg Close — Range —
Q4 2020
Shares 1,447 Value ($000) $415 Avg Close — Range —
Q3 2020
Shares 1,447 Value ($000) $320 Avg Close — Range —
Q2 2020
Shares 1,462 Value ($000) $303 Avg Close — Range —
Q1 2020
Shares 1,766 Value ($000) $280 Avg Close — Range —
Q4 2019
Shares 2,102 Value ($000) $450 Avg Close — Range —
Q3 2019
Shares 1,651 Value ($000) $318 Avg Close — Range —
Q2 2019
Shares 1,510 Value ($000) $303 Avg Close — Range —
Q1 2019
Shares 1,950 Value ($000) $384 Avg Close — Range —
Q4 2018
Shares 1,450 Value ($000) $244 Avg Close — Range —
Q3 2018
Shares 1,450 Value ($000) $313 Avg Close — Range —
Q4 2017
Shares 781 Value ($000) $146 Avg Close — Range —
Q3 2017
Shares 781 Value ($000) $140 Avg Close — Range —
Q2 2017
Shares 1,181 Value ($000) $199 Avg Close — Range —
Q1 2017
Shares 1,181 Value ($000) $191 Avg Close — Range —
Q4 2016
Shares 1,128 Value ($000) $173 Avg Close — Range —
Q3 2016
Shares 1,128 Value ($000) $168 Avg Close — Range —
Q2 2016
Shares 728 Value ($000) $100 Avg Close — Range —
Q1 2016
Shares 1,103 Value ($000) $146 Avg Close — Range —
Q4 2015
Shares 1,103 Value ($000) $154 Avg Close — Range —
Q3 2015
Shares 335 Value ($000) $44 Avg Close — Range —
Q2 2015
Shares 335 Value ($000) $51 Avg Close — Range —
Q1 2015
Shares 915 Value ($000) $138 Avg Close — Range —
Q3 2014
Shares 335 Value ($000) $44 Avg Close — Range —
Q2 2014
Shares 456 Value ($000) $64 Avg Close — Range —
Q1 2014
Shares 1,974 Value ($000) $269 Avg Close — Range —
Q4 2013
Shares 2,504 Value ($000) $340 Avg Close — Range —
Q3 2013
Shares 356 Value ($000) $45 Avg Close — Range —