ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 39,079 Value ($000) $9,620 Avg Close Range
Q3 2025
Shares 36,026 Value ($000) $8,717 Avg Close Range
Q2 2025
Shares 36,449 Value ($000) $7,865 Avg Close Range
Q1 2025
Shares 37,587 Value ($000) $7,498 Avg Close Range
Q4 2024
Shares 38,332 Value ($000) $8,470 Avg Close Range
Q3 2024
Shares 38,330 Value ($000) $8,467 Avg Close Range
Q2 2024
Shares 46,020 Value ($000) $9,337 Avg Close Range
Q1 2024
Shares 45,819 Value ($000) $9,636 Avg Close Range
Q4 2023
Shares 46,340 Value ($000) $9,301 Avg Close Range
Q3 2023
Shares 41,038 Value ($000) $7,253 Avg Close Range
Q2 2023
Shares 41,417 Value ($000) $7,756 Avg Close Range
Q1 2023
Shares 41,900 Value ($000) $7,475 Avg Close Range
Q4 2022
Shares 41,773 Value ($000) $7,284 Avg Close Range
Q3 2022
Shares 43,506 Value ($000) $7,175 Avg Close Range
Q2 2022
Shares 43,410 Value ($000) $7,352 Avg Close Range
Q1 2022
Shares 43,617 Value ($000) $8,953 Avg Close Range
Q4 2021
Shares 45,285 Value ($000) $10,074 Avg Close Range
Q3 2021
Shares 46,077 Value ($000) $10,079 Avg Close Range
Q2 2021
Shares 46,846 Value ($000) $10,745 Avg Close Range
Q1 2021
Shares 50,187 Value ($000) $11,088 Avg Close Range
Q4 2020
Shares 52,394 Value ($000) $10,272 Avg Close Range
Q3 2020
Shares 49,325 Value ($000) $7,389 Avg Close Range
Q2 2020
Shares 52,953 Value ($000) $7,581 Avg Close Range
Q1 2020
Shares 59,039 Value ($000) $6,757 Avg Close Range
Q4 2019
Shares 67,607 Value ($000) $11,200 Avg Close Range
Q3 2019
Shares 58,627 Value ($000) $8,873 Avg Close Range
Q2 2019
Shares 51,914 Value ($000) $8,073 Avg Close Range
Q1 2019
Shares 41,784 Value ($000) $6,397 Avg Close Range
Q4 2018
Shares 34,869 Value ($000) $4,669 Avg Close Range
Q3 2018
Shares 30,466 Value ($000) $5,135 Avg Close Range
Q2 2018
Shares 24,853 Value ($000) $4,071 Avg Close Range
Q1 2018
Shares 18,543 Value ($000) $2,815 Avg Close Range
Q4 2017
Shares 18,529 Value ($000) $2,825 Avg Close Range
Q3 2017
Shares 18,304 Value ($000) $2,712 Avg Close Range
Q2 2017
Shares 19,157 Value ($000) $2,699 Avg Close Range
Q1 2017
Shares 18,852 Value ($000) $2,592 Avg Close Range
Q4 2016
Shares 18,872 Value ($000) $2,545 Avg Close Range
Q3 2016
Shares 26,910 Value ($000) $3,342 Avg Close Range
Q2 2016
Shares 27,267 Value ($000) $3,135 Avg Close Range
Q1 2016
Shares 33,122 Value ($000) $3,665 Avg Close Range
Q4 2015
Shares 36,652 Value ($000) $4,128 Avg Close Range
Q3 2015
Shares 37,433 Value ($000) $4,087 Avg Close Range
Q2 2015
Shares 42,086 Value ($000) $5,248 Avg Close Range
Q1 2015
Shares 45,936 Value ($000) $5,709 Avg Close Range
Q4 2014
Shares 22,730 Value ($000) $2,719 Avg Close Range
Q3 2014
Shares 43,880 Value ($000) $4,794 Avg Close Range
Q2 2014
Shares 45,081 Value ($000) $5,357 Avg Close Range
Q1 2014
Shares 51,375 Value ($000) $5,979 Avg Close Range
Q4 2013
Shares 37,035 Value ($000) $4,271 Avg Close Range
Q3 2013
Shares 36,855 Value ($000) $3,927 Avg Close Range
Q2 2013
Shares 36,924 Value ($000) $3,582 Avg Close Range