iShares S&P 500 Growth Index shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.7M | 54k | 68.42 |
| 2023-06-30 | $3.8M | 55k | 70.48 |
| 2023-03-31 | $3.5M | 55k | 63.89 |
| 2022-12-31 | $2.7M | 47k | 58.50 |
| 2022-09-30 | $2.7M | 47k | 57.85 |
| 2022-06-30 | $2.9M | 47k | 60.35 |
| 2022-03-31 | $3.6M | 47k | 76.38 |
| 2021-12-31 | $4.0M | 47k | 83.67 |
| 2021-09-30 | $3.5M | 47k | 73.91 |
| 2021-06-30 | $3.5M | 48k | 72.72 |
| 2021-03-31 | $3.1M | 48k | 65.11 |
| 2020-12-31 | $3.0M | 47k | 63.83 |
| 2020-09-30 | $2.5M | 11k | 231.04 |
| 2020-06-30 | $2.3M | 11k | 207.51 |
| 2020-03-31 | $2.1M | 13k | 165.02 |
| 2019-12-31 | $2.0M | 11k | 193.62 |
| 2019-09-30 | $1.9M | 11k | 180.01 |
| 2019-06-30 | $1.9M | 11k | 179.25 |
| 2019-03-31 | $1.8M | 10k | 172.38 |
| 2018-12-31 | $1.5M | 10k | 150.64 |
| 2018-09-30 | $1.8M | 10k | 177.12 |
| 2018-06-30 | $1.6M | 10k | 162.56 |
| 2018-03-31 | $1.6M | 10k | 155.07 |
| 2017-12-31 | $1.9M | 13k | 152.80 |
| 2017-09-30 | $1.8M | 13k | 143.45 |
| 2017-06-30 | $1.7M | 13k | 136.82 |
| 2017-03-31 | $1.6M | 13k | 131.54 |
| 2016-12-31 | $1.5M | 12k | 121.78 |
| 2016-09-30 | $1.5M | 12k | 121.70 |
| 2016-06-30 | $1.8M | 15k | 116.56 |
| 2016-03-31 | $1.7M | 15k | 115.89 |
| 2015-12-31 | $1.7M | 15k | 115.78 |
| 2015-09-30 | $1.6M | 15k | 107.82 |
| 2015-06-30 | $1.7M | 15k | 113.90 |
| 2015-03-31 | $2.4M | 21k | 113.94 |
| 2014-09-30 | $1.6M | 15k | 106.86 |
| 2014-06-30 | $1.6M | 15k | 105.17 |
| 2014-03-31 | $1.5M | 15k | 99.84 |
| 2013-12-31 | $1.5M | 15k | 98.77 |
| 2013-09-30 | $1.3M | 15k | 89.40 |
| 2013-06-30 | $1.2M | 15k | 84.00 |
| 2013-03-31 | $1.2M | 15k | 82.38 |
| 2012-09-30 | $156k | 2.0k | 78.00 |
| 2012-03-31 | $151k | 2.0k | 75.50 |
| 2011-12-31 | $135k | 2.0k | 67.50 |
| 2011-09-30 | $122k | 2.0k | 61.00 |
| 2011-06-30 | $224k | 3.2k | 69.41 |
| 2011-03-31 | $222k | 3.2k | 68.79 |
| 2010-12-31 | $212k | 3.2k | 65.70 |
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