EWA
EverSource Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
36,672
+1,712
| +5% | +$106K | 0.1% | 147 |
|
|
2025
Q1 | $2.04M | Sell |
34,960
-3,263
| -9% | -$190K | 0.11% | 145 |
|
|
2024
Q4 | $2.38M | Buy |
38,223
+1,344
| +4% | +$83.7K | 0.13% | 128 |
|
|
2024
Q3 | $2.3M | Buy |
36,879
+4,207
| +13% | +$262K | 0.15% | 129 |
|
|
2024
Q2 | $2.02M | Buy |
32,672
+2,532
| +8% | +$157K | 0.13% | 131 |
|
|
2024
Q1 | $1.72M | Buy |
30,140
+24,739
| +458% | +$1.41M | 0.14% | 133 |
|
|
2023
Q4 | $1.5M | Buy |
5,401
+238
| +5% | +$66K | 0.14% | 137 |
|
|
2023
Q3 | $1.29M | Buy |
5,163
+781
| +18% | +$195K | 0.14% | 135 |
|
|
2023
Q2 | $1.15M | Buy |
4,382
+237
| +6% | +$62K | 0.13% | 146 |
|
|
2023
Q1 | $1.04M | Buy |
4,145
+183
| +5% | +$45.8K | 0.13% | 134 |
|
|
2022
Q4 | $958K | Buy |
3,962
+404
| +11% | +$97.7K | 0.15% | 121 |
|
|
2022
Q3 | $780K | Buy |
3,558
+189
| +6% | +$41.4K | 0.18% | 108 |
|
|
2022
Q2 | $762K | Sell |
3,369
-33
| -1% | -$7.46K | 0.2% | 96 |
|
|
2022
Q1 | $913K | Buy |
3,402
+931
| +38% | +$250K | 0.23% | 81 |
|
|
2021
Q4 | $699K | Buy |
+2,471
| New | +$699K | 0.2% | 88 |
|