iShares Russell 1000 Index shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 16k | 365.48 |
| 2025-06-30 | $5.3M | 16k | 339.57 |
| 2025-03-31 | $4.8M | 16k | 306.74 |
| 2024-12-31 | $5.0M | 16k | 322.16 |
| 2024-09-30 | $4.9M | 16k | 314.39 |
| 2024-06-30 | $16M | 53k | 297.54 |
| 2024-03-31 | $15M | 53k | 288.03 |
| 2023-09-30 | $12M | 52k | 234.91 |
| 2023-06-30 | $13M | 52k | 243.74 |
| 2023-03-31 | $12M | 52k | 225.23 |
| 2022-12-31 | $11M | 52k | 210.52 |
| 2022-09-30 | $10M | 51k | 197.32 |
| 2022-06-30 | $11M | 51k | 207.75 |
| 2022-03-31 | $13M | 51k | 250.07 |
| 2021-12-31 | $14M | 53k | 264.44 |
| 2021-09-30 | $13M | 53k | 241.71 |
| 2021-06-30 | $13M | 53k | 242.08 |
| 2021-03-31 | $12M | 53k | 223.83 |
| 2020-12-31 | $13M | 59k | 211.84 |
| 2020-09-30 | $11M | 60k | 187.15 |
| 2020-06-30 | $10M | 61k | 171.69 |
| 2020-03-31 | $8.6M | 61k | 141.52 |
| 2019-12-31 | $11M | 61k | 178.42 |
| 2019-09-30 | $9.4M | 57k | 164.54 |
| 2019-06-30 | $9.3M | 57k | 162.79 |
| 2019-03-31 | $9.0M | 57k | 157.31 |
| 2018-12-31 | $7.9M | 57k | 138.70 |
| 2018-09-30 | $10M | 64k | 161.71 |
| 2018-06-30 | $9.5M | 62k | 151.98 |
| 2018-03-31 | $9.0M | 61k | 146.87 |
| 2017-12-31 | $9.1M | 61k | 148.62 |
| 2017-09-30 | $8.6M | 61k | 139.88 |
| 2017-06-30 | $8.5M | 63k | 135.26 |
| 2017-03-31 | $8.3M | 63k | 131.24 |
| 2016-12-31 | $7.8M | 63k | 124.46 |
| 2016-09-30 | $7.3M | 61k | 120.46 |
| 2016-06-30 | $6.9M | 59k | 116.89 |
| 2016-03-31 | $6.6M | 58k | 114.07 |
| 2015-12-31 | $6.5M | 58k | 113.31 |
| 2015-09-30 | $6.2M | 58k | 107.06 |
| 2015-06-30 | $7.1M | 61k | 116.04 |
| 2015-03-31 | $6.6M | 57k | 115.85 |
| 2014-09-30 | $6.3M | 57k | 109.88 |
| 2014-06-30 | $6.3M | 57k | 110.11 |
| 2014-03-31 | $6.0M | 57k | 104.77 |
| 2013-12-31 | $5.9M | 57k | 103.18 |
| 2013-09-30 | $5.4M | 57k | 94.18 |
| 2013-06-30 | $5.1M | 57k | 89.93 |
| 2013-03-31 | $5.0M | 57k | 87.20 |
| 2012-09-30 | $4.5M | 57k | 79.48 |
| 2012-03-31 | $4.2M | 54k | 77.96 |
| 2011-12-31 | $3.7M | 54k | 69.36 |
| 2011-09-30 | $3.4M | 54k | 62.54 |
| 2011-06-30 | $4.0M | 54k | 73.89 |
| 2011-03-31 | $151k | 2.0k | 73.84 |
| 2010-12-31 | $143k | 2.0k | 69.93 |
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