ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 4,232 Value ($000) $1,637 Avg Close — Range —
Q3 2025
Shares 4,142 Value ($000) $1,570 Avg Close — Range —
Q2 2025
Shares 4,252 Value ($000) $1,492 Avg Close — Range —
Q1 2025
Shares 4,252 Value ($000) $1,351 Avg Close — Range —
Q4 2024
Shares 4,192 Value ($000) $1,401 Avg Close — Range —
Q3 2024
Shares 4,267 Value ($000) $1,394 Avg Close — Range —
Q2 2024
Shares 4,342 Value ($000) $1,340 Avg Close — Range —
Q1 2024
Shares 4,342 Value ($000) $1,303 Avg Close — Range —
Q4 2023
Shares 4,712 Value ($000) $1,290 Avg Close — Range —
Q3 2023
Shares 4,692 Value ($000) $1,150 Avg Close — Range —
Q2 2023
Shares 4,692 Value ($000) $1,194 Avg Close — Range —
Q1 2023
Shares 4,605 Value ($000) $1,084 Avg Close — Range —
Q4 2022
Shares 4,605 Value ($000) $1,016 Avg Close — Range —
Q3 2022
Shares 3,248 Value ($000) $672 Avg Close — Range —
Q2 2022
Shares 3,248 Value ($000) $706 Avg Close — Range —
Q1 2022
Shares 3,248 Value ($000) $852 Avg Close — Range —
Q4 2021
Shares 3,248 Value ($000) $901 Avg Close — Range —
Q3 2021
Shares 3,123 Value ($000) $796 Avg Close — Range —
Q2 2021
Shares 3,694 Value ($000) $945 Avg Close — Range —
Q1 2021
Shares 3,694 Value ($000) $876 Avg Close — Range —
Q4 2020
Shares 3,694 Value ($000) $826 Avg Close — Range —
Q3 2020
Shares 7,036 Value ($000) $1,377 Avg Close — Range —
Q2 2020
Shares 7,036 Value ($000) $1,267 Avg Close — Range —
Q1 2020
Shares 10,594 Value ($000) $1,571 Avg Close — Range —
Q4 2019
Shares 9,832 Value ($000) $1,853 Avg Close — Range —
Q3 2019
Shares 9,832 Value ($000) $1,709 Avg Close — Range —
Q2 2019
Shares 6,274 Value ($000) $1,081 Avg Close — Range —
Q1 2019
Shares 6,274 Value ($000) $1,046 Avg Close — Range —
Q4 2018
Shares 6,274 Value ($000) $922 Avg Close — Range —
Q3 2018
Shares 6,274 Value ($000) $1,081 Avg Close — Range —
Q2 2018
Shares 5,674 Value ($000) $921 Avg Close — Range —
Q1 2018
Shares 5,674 Value ($000) $887 Avg Close — Range —
Q4 2017
Shares 5,674 Value ($000) $897 Avg Close — Range —
Q3 2017
Shares 5,674 Value ($000) $847 Avg Close — Range —
Q2 2017
Shares 6,274 Value ($000) $904 Avg Close — Range —
Q1 2017
Shares 6,274 Value ($000) $878 Avg Close — Range —
Q4 2016
Shares 6,274 Value ($000) $834 Avg Close — Range —
Q3 2016
Shares 1,841 Value ($000) $236 Avg Close — Range —
Q2 2016
Shares 1,241 Value ($000) $154 Avg Close — Range —
Q1 2016
Shares 1,241 Value ($000) $150 Avg Close — Range —
Q4 2015
Shares 1,595 Value ($000) $192 Avg Close — Range —
Q3 2015
Shares 1,595 Value ($000) $182 Avg Close — Range —
Q2 2015
Shares 1,595 Value ($000) $198 Avg Close — Range —
Q1 2015
Shares 1,595 Value ($000) $197 Avg Close — Range —
Q3 2014
Shares 1,595 Value ($000) $187 Avg Close — Range —
Q2 2014
Shares 1,595 Value ($000) $188 Avg Close — Range —
Q1 2014
Shares 1,595 Value ($000) $179 Avg Close — Range —
Q4 2013
Shares 1,870 Value ($000) $206 Avg Close — Range —
Q3 2013
Shares 1,550 Value ($000) $157 Avg Close — Range —
Q2 2013
Shares 1,550 Value ($000) $149 Avg Close — Range —