EverSource Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
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|
2025
Q1 | $205K | Sell |
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|
2024
Q4 | $341K | Buy |
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|
2024
Q3 | $165K | Hold |
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|
2024
Q2 | $158K | Sell |
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|
2024
Q1 | $157K | Sell |
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|
2023
Q4 | $184K | Sell |
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|
2023
Q3 | $176K | Buy |
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|
2023
Q2 | $112K | Sell |
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|
2023
Q1 | $111K | Buy |
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|
2022
Q4 | $72.2K | Buy |
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|
2022
Q3 | $29K | Buy |
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|
2022
Q2 | $6K | Buy |
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|
2022
Q1 | $4K | Buy |
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