EWA
EverSource Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Sell |
7,062
-2,402
| -25% | -$263K | 0.03% | 338 |
|
|
2025
Q1 | $990K | Sell |
9,464
-4,361
| -32% | -$456K | 0.05% | 247 |
|
|
2024
Q4 | $1.59M | Buy |
13,825
+2,508
| +22% | +$289K | 0.09% | 177 |
|
|
2024
Q3 | $1.32M | Buy |
11,317
+1,179
| +12% | +$138K | 0.08% | 182 |
|
|
2024
Q2 | $1.2M | Buy |
10,138
+839
| +9% | +$99.3K | 0.08% | 193 |
|
|
2024
Q1 | $971K | Buy |
9,299
+200
| +2% | +$20.9K | 0.08% | 187 |
|
|
2023
Q4 | $985K | Buy |
9,099
+877
| +11% | +$94.9K | 0.09% | 165 |
|
|
2023
Q3 | $776K | Buy |
8,222
+341
| +4% | +$32.2K | 0.08% | 176 |
|
|
2023
Q2 | $785K | Buy |
7,881
+4
| +0.1% | +$399 | 0.09% | 183 |
|
|
2023
Q1 | $762K | Sell |
7,877
-1,050
| -12% | -$102K | 0.09% | 164 |
|
|
2022
Q4 | $845K | Buy |
8,927
+677
| +8% | +$64.1K | 0.13% | 134 |
|
|
2022
Q3 | $719K | Buy |
8,250
+2,089
| +34% | +$182K | 0.16% | 119 |
|
|
2022
Q2 | $569K | Sell |
6,161
-1,410
| -19% | -$130K | 0.15% | 129 |
|
|
2022
Q1 | $817K | Buy |
7,571
+1,258
| +20% | +$136K | 0.21% | 92 |
|
|
2021
Q4 | $724K | Buy |
+6,313
| New | +$724K | 0.2% | 82 |
|