ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 33,492 Value ($000) $4,025 Avg Close — Range —
Q3 2025
Shares 36,665 Value ($000) $4,357 Avg Close — Range —
Q2 2025
Shares 36,565 Value ($000) $3,996 Avg Close — Range —
Q1 2025
Shares 36,625 Value ($000) $3,830 Avg Close — Range —
Q4 2024
Shares 37,846 Value ($000) $4,361 Avg Close — Range —
Q3 2024
Shares 37,802 Value ($000) $4,421 Avg Close — Range —
Q2 2024
Shares 43,594 Value ($000) $4,650 Avg Close — Range —
Q1 2024
Shares 40,130 Value ($000) $4,435 Avg Close — Range —
Q4 2023
Shares 40,935 Value ($000) $4,431 Avg Close — Range —
Q3 2023
Shares 40,231 Value ($000) $3,795 Avg Close — Range —
Q2 2023
Shares 31,299 Value ($000) $3,119 Avg Close — Range —
Q1 2023
Shares 31,510 Value ($000) $3,047 Avg Close — Range —
Q4 2022
Shares 27,865 Value ($000) $2,637 Avg Close — Range —
Q3 2022
Shares 26,796 Value ($000) $2,336 Avg Close — Range —
Q2 2022
Shares 28,164 Value ($000) $2,602 Avg Close — Range —
Q1 2022
Shares 28,533 Value ($000) $3,079 Avg Close — Range —
Q4 2021
Shares 30,112 Value ($000) $3,448 Avg Close — Range —
Q3 2021
Shares 28,962 Value ($000) $3,163 Avg Close — Range —
Q2 2021
Shares 28,113 Value ($000) $3,176 Avg Close — Range —
Q1 2021
Shares 25,037 Value ($000) $2,717 Avg Close — Range —
Q4 2020
Shares 21,132 Value ($000) $1,942 Avg Close — Range —
Q3 2020
Shares 20,610 Value ($000) $1,447 Avg Close — Range —
Q2 2020
Shares 19,642 Value ($000) $1,341 Avg Close — Range —
Q1 2020
Shares 40,400 Value ($000) $2,267 Avg Close — Range —
Q4 2019
Shares 52,370 Value ($000) $4,391 Avg Close — Range —
Q3 2019
Shares 34,767 Value ($000) $2,707 Avg Close — Range —
Q2 2019
Shares 27,708 Value ($000) $2,169 Avg Close — Range —
Q1 2019
Shares 12,942 Value ($000) $998 Avg Close — Range —
Q4 2018
Shares 12,859 Value ($000) $892 Avg Close — Range —
Q3 2018
Shares 6,506 Value ($000) $568 Avg Close — Range —
Q2 2018
Shares 3,420 Value ($000) $285 Avg Close — Range —
Q1 2018
Shares 4,490 Value ($000) $345 Avg Close — Range —
Q4 2017
Shares 4,490 Value ($000) $345 Avg Close — Range —
Q3 2017
Shares 4,490 Value ($000) $333 Avg Close — Range —
Q2 2017
Shares 4,490 Value ($000) $315 Avg Close — Range —
Q1 2017
Shares 4,490 Value ($000) $311 Avg Close — Range —
Q4 2016
Shares 2,135 Value ($000) $294 Avg Close — Range —
Q3 2016
Shares 2,696 Value ($000) $334 Avg Close — Range —
Q2 2016
Shares 2,135 Value ($000) $248 Avg Close — Range —
Q1 2016
Shares 2,159 Value ($000) $243 Avg Close — Range —
Q4 2015
Shares 1,600 Value ($000) $176 Avg Close — Range —
Q3 2015
Shares 1,600 Value ($000) $170 Avg Close — Range —
Q2 2015
Shares 1,600 Value ($000) $188 Avg Close — Range —
Q1 2015
Shares 1,600 Value ($000) $188 Avg Close — Range —
Q3 2014
Shares 2,000 Value ($000) $208 Avg Close — Range —
Q2 2014
Shares 2,000 Value ($000) $224 Avg Close — Range —
Q1 2014
Shares 2,000 Value ($000) $220 Avg Close — Range —
Q4 2013
Shares 2,000 Value ($000) $218 Avg Close — Range —
Q3 2013
Shares 2,000 Value ($000) $200 Avg Close — Range —
Q2 2013
Shares 2,400 Value ($000) $216 Avg Close — Range —