iShares Russell 2000 Index shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 36k | 241.96 |
| 2025-06-30 | $7.9M | 36k | 215.79 |
| 2025-03-31 | $7.5M | 38k | 199.49 |
| 2024-12-31 | $8.5M | 38k | 220.96 |
| 2024-09-30 | $8.5M | 38k | 220.89 |
| 2024-06-30 | $9.3M | 46k | 202.89 |
| 2024-03-31 | $9.6M | 46k | 210.30 |
| 2023-09-30 | $7.3M | 41k | 176.74 |
| 2023-06-30 | $7.8M | 41k | 187.27 |
| 2023-03-31 | $7.5M | 42k | 178.40 |
| 2022-12-31 | $7.3M | 42k | 174.36 |
| 2022-09-30 | $7.2M | 44k | 164.97 |
| 2022-06-30 | $7.3M | 43k | 169.27 |
| 2022-03-31 | $9.0M | 44k | 205.27 |
| 2021-12-31 | $10M | 45k | 222.46 |
| 2021-09-30 | $10M | 46k | 218.73 |
| 2021-06-30 | $11M | 47k | 229.37 |
| 2021-03-31 | $11M | 50k | 220.94 |
| 2020-12-31 | $10M | 52k | 196.06 |
| 2020-09-30 | $7.4M | 49k | 149.93 |
| 2020-06-30 | $7.6M | 53k | 143.01 |
| 2020-03-31 | $6.8M | 59k | 114.39 |
| 2019-12-31 | $11M | 68k | 165.67 |
| 2019-09-30 | $8.9M | 59k | 151.34 |
| 2019-06-30 | $8.1M | 52k | 155.50 |
| 2019-03-31 | $6.4M | 42k | 153.18 |
| 2018-12-31 | $4.7M | 35k | 133.89 |
| 2018-09-30 | $5.1M | 31k | 168.64 |
| 2018-06-30 | $4.1M | 25k | 163.88 |
| 2018-03-31 | $2.8M | 19k | 151.83 |
| 2017-12-31 | $2.8M | 19k | 152.44 |
| 2017-09-30 | $2.7M | 18k | 148.16 |
| 2017-06-30 | $2.7M | 19k | 140.78 |
| 2017-03-31 | $2.6M | 19k | 137.46 |
| 2016-12-31 | $2.5M | 19k | 134.83 |
| 2016-09-30 | $3.3M | 27k | 124.17 |
| 2016-06-30 | $3.1M | 27k | 114.92 |
| 2016-03-31 | $3.7M | 33k | 110.64 |
| 2015-12-31 | $4.1M | 37k | 112.61 |
| 2015-09-30 | $4.1M | 37k | 109.19 |
| 2015-06-30 | $5.2M | 42k | 124.58 |
| 2015-03-31 | $5.7M | 46k | 124.37 |
| 2014-12-31 | $2.7M | 23k | 119.62 |
| 2014-09-30 | $4.8M | 44k | 109.27 |
| 2014-06-30 | $5.4M | 45k | 119.29 |
| 2014-03-31 | $6.0M | 51k | 116.38 |
| 2013-12-31 | $4.3M | 37k | 115.34 |
| 2013-09-30 | $3.9M | 37k | 106.29 |
| 2013-06-30 | $3.6M | 37k | 96.98 |
| 2013-03-31 | $3.4M | 36k | 94.42 |
| 2012-09-30 | $1.2M | 15k | 83.43 |
| 2012-03-31 | $905k | 11k | 82.80 |
| 2011-12-31 | $801k | 11k | 73.72 |
| 2011-09-30 | $1.3M | 20k | 64.31 |
| 2011-06-30 | $1.7M | 21k | 82.79 |
| 2011-03-31 | $1.2M | 15k | 84.14 |
| 2010-12-31 | $663k | 8.5k | 78.23 |
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