EWA
EverSource Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Hold |
1,795
| – | – | 0.01% | 947 |
|
|
2025
Q1 | $149K | Sell |
1,795
-198
| -10% | -$16.5K | 0.01% | 770 |
|
|
2024
Q4 | $181K | Buy |
1,993
+383
| +24% | +$34.8K | 0.01% | 690 |
|
|
2024
Q3 | $148K | Hold |
1,610
| – | – | 0.01% | 660 |
|
|
2024
Q2 | $148K | Hold |
1,610
| – | – | 0.01% | 667 |
|
|
2024
Q1 | $138K | Hold |
1,610
| – | – | 0.01% | 603 |
|
|
2023
Q4 | $128K | Hold |
1,610
| – | – | 0.01% | 563 |
|
|
2023
Q3 | $116K | Hold |
1,610
| – | – | 0.01% | 518 |
|
|
2023
Q2 | $121K | Hold |
1,610
| – | – | 0.01% | 518 |
|
|
2023
Q1 | $115K | Hold |
1,610
| – | – | 0.01% | 498 |
|
|
2022
Q4 | $110K | Buy |
+1,610
| New | +$110K | 0.02% | 481 |
|
|
2022
Q1 | – | Sell |
-4,240
| Closed | -$362K | – | 1776 |
|
|
2021
Q4 | $362K | Buy |
+4,240
| New | +$362K | 0.1% | 156 |
|