iShares Russell 2000 Value Index shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares Russell 2000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Value Index held by Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Value Index by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.5M | 11k | 135.55 |
| 2023-06-30 | $1.6M | 11k | 140.80 |
| 2023-03-31 | $1.5M | 11k | 137.02 |
| 2022-12-31 | $1.6M | 12k | 138.67 |
| 2022-09-30 | $1.5M | 12k | 128.91 |
| 2022-06-30 | $1.6M | 12k | 136.18 |
| 2022-03-31 | $1.9M | 12k | 161.42 |
| 2021-12-31 | $2.0M | 12k | 166.07 |
| 2021-09-30 | $1.9M | 12k | 160.20 |
| 2021-06-30 | $2.0M | 12k | 165.74 |
| 2021-03-31 | $1.9M | 12k | 159.45 |
| 2020-12-31 | $1.6M | 12k | 131.78 |
| 2020-09-30 | $1.2M | 12k | 99.35 |
| 2020-06-30 | $1.3M | 13k | 100.00 |
| 2020-03-31 | $1.1M | 13k | 82.04 |
| 2019-12-31 | $2.2M | 17k | 128.58 |
| 2019-09-30 | $1.1M | 9.2k | 119.38 |
| 2019-06-30 | $1.1M | 9.2k | 122.22 |
| 2019-03-31 | $1.2M | 9.9k | 120.29 |
| 2018-12-31 | $980k | 9.1k | 107.55 |
| 2018-09-30 | $1.1M | 8.5k | 133.00 |
| 2018-06-30 | $1.1M | 8.5k | 131.94 |
| 2018-03-31 | $1.0M | 8.5k | 121.89 |
| 2017-12-31 | $1.1M | 8.5k | 125.80 |
| 2017-09-30 | $1.1M | 8.5k | 124.14 |
| 2017-06-30 | $1.0M | 8.5k | 122.22 |
| 2017-03-31 | $1.0M | 8.5k | 122.22 |
| 2016-12-31 | $1.1M | 8.9k | 122.22 |
| 2016-09-30 | $939k | 9.0k | 104.81 |
| 2016-06-30 | $882k | 9.1k | 97.28 |
| 2016-03-31 | $810k | 9.1k | 88.89 |
| 2015-12-31 | $798k | 9.0k | 88.89 |
| 2015-09-30 | $674k | 7.6k | 88.89 |
| 2015-06-30 | $758k | 7.6k | 100.00 |
| 2015-03-31 | $482k | 4.8k | 100.00 |
| 2014-12-31 | $209k | 2.1k | 101.46 |
| 2014-09-30 | $690k | 7.8k | 88.89 |
| 2014-06-30 | $825k | 8.3k | 100.00 |
| 2014-03-31 | $898k | 9.0k | 100.00 |
| 2013-12-31 | $916k | 9.2k | 100.00 |
| 2013-09-30 | $827k | 9.3k | 88.89 |
| 2013-06-30 | $769k | 9.0k | 85.88 |
| 2013-03-31 | $744k | 8.9k | 83.83 |
| 2012-09-30 | $395k | 5.3k | 73.94 |
| 2012-03-31 | $383k | 5.2k | 73.06 |
| 2011-12-31 | $344k | 5.2k | 65.62 |
| 2011-09-30 | $299k | 5.2k | 57.04 |
| 2011-06-30 | $377k | 5.1k | 73.32 |
| 2011-03-31 | $388k | 5.1k | 75.46 |
| 2010-12-31 | $534k | 7.5k | 71.07 |
More positions owned by Evercore Wealth Management
Home Depot (HD)
View all positions for Evercore Wealth Management
Top funds holding iShares Russell 2000 Value Index
View all funds holding iShares Russell 2000 Value Index