EverSource Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
11,083
+10,416
| +1,562% | +$3.54M | 0.17% | 114 |
|
|
2025
Q1 | $205K | Sell |
667
-390
| -37% | -$120K | 0.01% | 650 |
|
|
2024
Q4 | $341K | Buy |
1,057
+533
| +102% | +$172K | 0.02% | 467 |
|
|
2024
Q3 | $165K | Hold |
524
| – | – | 0.01% | 622 |
|
|
2024
Q2 | $158K | Sell |
524
-45
| -8% | -$13.6K | 0.01% | 639 |
|
|
2024
Q1 | $157K | Sell |
569
-134
| -19% | -$37K | 0.01% | 568 |
|
|
2023
Q4 | $184K | Sell |
703
-46
| -6% | -$12.1K | 0.02% | 450 |
|
|
2023
Q3 | $176K | Buy |
749
+288
| +62% | +$67.7K | 0.02% | 426 |
|
|
2023
Q2 | $112K | Sell |
461
-30
| -6% | -$7.31K | 0.01% | 539 |
|
|
2023
Q1 | $111K | Buy |
491
+148
| +43% | +$33.3K | 0.01% | 510 |
|
|
2022
Q4 | $72.2K | Buy |
343
+196
| +133% | +$41.3K | 0.01% | 618 |
|
|
2022
Q3 | $29K | Buy |
147
+117
| +390% | +$23.1K | 0.01% | 781 |
|
|
2022
Q2 | $6K | Buy |
30
+14
| +88% | +$2.8K | ﹤0.01% | 1199 |
|
|
2022
Q1 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 1338 |
|