EWA
EverSource Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Buy |
28,286
+1,611
| +6% | +$1M | 0.79% | 28 |
|
|
2025
Q1 | $15M | Buy |
26,675
+3,278
| +14% | +$1.84M | 0.82% | 27 |
|
|
2024
Q4 | $13.8M | Buy |
23,397
+3,036
| +15% | +$1.79M | 0.77% | 29 |
|
|
2024
Q3 | $11.7M | Buy |
20,361
+971
| +5% | +$560K | 0.74% | 31 |
|
|
2024
Q2 | $10.7M | Buy |
19,390
+476
| +3% | +$263K | 0.71% | 31 |
|
|
2024
Q1 | $9.54M | Sell |
18,914
-843
| -4% | -$425K | 0.75% | 30 |
|
|
2023
Q4 | $9.44M | Buy |
19,757
+4,111
| +26% | +$1.96M | 0.86% | 23 |
|
|
2023
Q3 | $6.72M | Buy |
15,646
+8,646
| +124% | +$3.71M | 0.71% | 32 |
|
|
2023
Q2 | $3.12M | Buy |
7,000
+106
| +2% | +$47.2K | 0.34% | 75 |
|
|
2023
Q1 | $2.83M | Sell |
6,894
-628
| -8% | -$258K | 0.35% | 72 |
|
|
2022
Q4 | $2.89M | Buy |
7,522
+466
| +7% | +$179K | 0.44% | 58 |
|
|
2022
Q3 | $2.53M | Buy |
7,056
+809
| +13% | +$290K | 0.58% | 36 |
|
|
2022
Q2 | $2.37M | Buy |
6,247
+953
| +18% | +$361K | 0.61% | 33 |
|
|
2022
Q1 | $2.4M | Buy |
5,294
+1,739
| +49% | +$789K | 0.61% | 31 |
|
|
2021
Q4 | $1.7M | Buy |
+3,555
| New | +$1.7M | 0.47% | 41 |
|