iShares Russell 3000 Index shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.1M | 4.7k | 245.06 |
| 2023-06-30 | $1.2M | 4.7k | 254.48 |
| 2023-03-31 | $1.1M | 4.6k | 235.41 |
| 2022-12-31 | $1.0M | 4.6k | 220.68 |
| 2022-09-30 | $672k | 3.2k | 206.90 |
| 2022-06-30 | $706k | 3.2k | 217.36 |
| 2022-03-31 | $852k | 3.2k | 262.32 |
| 2021-12-31 | $901k | 3.2k | 277.40 |
| 2021-09-30 | $796k | 3.1k | 254.88 |
| 2021-06-30 | $945k | 3.7k | 255.82 |
| 2021-03-31 | $876k | 3.7k | 237.14 |
| 2020-12-31 | $826k | 3.7k | 223.61 |
| 2020-09-30 | $1.4M | 7.0k | 195.71 |
| 2020-06-30 | $1.3M | 7.0k | 180.07 |
| 2020-03-31 | $1.6M | 11k | 148.29 |
| 2019-12-31 | $1.9M | 9.8k | 188.47 |
| 2019-09-30 | $1.7M | 9.8k | 173.82 |
| 2019-06-30 | $1.1M | 6.3k | 172.30 |
| 2019-03-31 | $1.0M | 6.3k | 166.72 |
| 2018-12-31 | $922k | 6.3k | 146.96 |
| 2018-09-30 | $1.1M | 6.3k | 172.30 |
| 2018-06-30 | $921k | 5.7k | 162.32 |
| 2018-03-31 | $887k | 5.7k | 156.33 |
| 2017-12-31 | $897k | 5.7k | 158.09 |
| 2017-09-30 | $847k | 5.7k | 149.28 |
| 2017-06-30 | $904k | 6.3k | 144.09 |
| 2017-03-31 | $878k | 6.3k | 139.94 |
| 2016-12-31 | $834k | 6.3k | 132.93 |
| 2016-09-30 | $236k | 1.8k | 128.19 |
| 2016-06-30 | $154k | 1.2k | 124.09 |
| 2016-03-31 | $150k | 1.2k | 120.87 |
| 2015-12-31 | $192k | 1.6k | 120.38 |
| 2015-09-30 | $182k | 1.6k | 114.11 |
| 2015-06-30 | $198k | 1.6k | 124.14 |
| 2015-03-31 | $197k | 1.6k | 123.51 |
| 2014-09-30 | $187k | 1.6k | 117.24 |
| 2014-06-30 | $188k | 1.6k | 117.87 |
| 2014-03-31 | $179k | 1.6k | 112.23 |
| 2013-12-31 | $206k | 1.9k | 110.16 |
| 2013-09-30 | $157k | 1.6k | 101.29 |
| 2013-06-30 | $149k | 1.6k | 96.13 |
| 2013-03-31 | $145k | 1.6k | 93.55 |
| 2012-09-30 | $131k | 1.6k | 84.52 |
| 2012-03-31 | $129k | 1.6k | 83.23 |
| 2011-12-31 | $115k | 1.6k | 74.19 |
| 2011-09-30 | $103k | 1.6k | 66.45 |
| 2011-06-30 | $123k | 1.6k | 79.35 |
| 2011-03-31 | $115k | 1.5k | 79.31 |
| 2010-12-31 | $304k | 4.1k | 75.06 |
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