iShares S&P SmallCap 600 Index shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.8M | 40k | 94.33 |
| 2023-06-30 | $3.1M | 31k | 99.65 |
| 2023-03-31 | $3.0M | 32k | 96.70 |
| 2022-12-31 | $2.6M | 28k | 94.64 |
| 2022-09-30 | $2.3M | 27k | 87.17 |
| 2022-06-30 | $2.6M | 28k | 92.36 |
| 2022-03-31 | $3.1M | 29k | 107.90 |
| 2021-12-31 | $3.4M | 30k | 114.50 |
| 2021-09-30 | $3.2M | 29k | 109.21 |
| 2021-06-30 | $3.2M | 28k | 112.93 |
| 2021-03-31 | $2.7M | 25k | 108.51 |
| 2020-12-31 | $1.9M | 21k | 92.05 |
| 2020-09-30 | $1.4M | 21k | 70.23 |
| 2020-06-30 | $1.3M | 20k | 68.18 |
| 2020-03-31 | $2.3M | 40k | 56.11 |
| 2019-12-31 | $4.4M | 52k | 83.68 |
| 2019-09-30 | $2.7M | 35k | 78.33 |
| 2019-06-30 | $2.2M | 28k | 78.38 |
| 2019-03-31 | $994k | 13k | 76.80 |
| 2018-12-31 | $892k | 13k | 69.40 |
| 2018-09-30 | $568k | 6.5k | 87.30 |
| 2018-06-30 | $285k | 3.4k | 83.33 |
| 2018-03-31 | $345k | 4.5k | 76.90 |
| 2017-12-31 | $344k | 4.5k | 76.64 |
| 2017-09-30 | $332k | 4.5k | 73.83 |
| 2017-06-30 | $315k | 4.5k | 70.09 |
| 2017-03-31 | $311k | 4.5k | 69.16 |
| 2016-12-31 | $295k | 2.1k | 138.32 |
| 2016-09-30 | $333k | 2.7k | 123.36 |
| 2016-06-30 | $248k | 2.1k | 116.25 |
| 2016-03-31 | $243k | 2.2k | 112.68 |
| 2015-12-31 | $176k | 1.6k | 110.00 |
| 2015-09-30 | $170k | 1.6k | 106.25 |
| 2015-06-30 | $188k | 1.6k | 117.50 |
| 2015-03-31 | $188k | 1.6k | 117.50 |
| 2014-09-30 | $208k | 2.0k | 104.00 |
| 2014-06-30 | $224k | 2.0k | 112.00 |
| 2014-03-31 | $220k | 2.0k | 110.00 |
| 2013-12-31 | $218k | 2.0k | 109.00 |
| 2013-09-30 | $200k | 2.0k | 100.00 |
| 2013-06-30 | $216k | 2.4k | 90.00 |
| 2013-03-31 | $174k | 2.0k | 87.00 |
| 2012-09-30 | $154k | 2.0k | 77.00 |
| 2012-03-31 | $153k | 2.0k | 76.50 |
| 2011-12-31 | $137k | 2.0k | 68.50 |
| 2011-09-30 | $117k | 2.0k | 58.50 |
| 2011-06-30 | $588k | 8.0k | 73.50 |
| 2011-03-31 | $561k | 7.6k | 73.75 |
| 2010-12-31 | $701k | 10k | 68.21 |
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