EWA
EverSource Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
2,935
-12,083
| -80% | -$2.35M | 0.03% | 407 |
|
|
2025
Q1 | $2.83M | Sell |
15,018
-5,564
| -27% | -$1.05M | 0.16% | 124 |
|
|
2024
Q4 | $3.81M | Buy |
20,582
+211
| +1% | +$39.1K | 0.21% | 95 |
|
|
2024
Q3 | $3.87M | Sell |
20,371
-2,021
| -9% | -$384K | 0.24% | 87 |
|
|
2024
Q2 | $4.11M | Buy |
22,392
+6,738
| +43% | +$1.24M | 0.27% | 80 |
|
|
2024
Q1 | $2.68M | Buy |
15,654
+6,492
| +71% | +$1.11M | 0.21% | 101 |
|
|
2023
Q4 | $1.51M | Buy |
9,162
+1,244
| +16% | +$206K | 0.14% | 136 |
|
|
2023
Q3 | $1.2M | Sell |
7,918
-727
| -8% | -$110K | 0.13% | 142 |
|
|
2023
Q2 | $1.36M | Buy |
8,645
+408
| +5% | +$64.4K | 0.15% | 127 |
|
|
2023
Q1 | $1.25M | Buy |
8,237
+669
| +9% | +$102K | 0.16% | 121 |
|
|
2022
Q4 | $1.15M | Buy |
7,568
+5,059
| +202% | +$767K | 0.17% | 107 |
|
|
2022
Q3 | $341K | Buy |
2,509
+354
| +16% | +$48.1K | 0.08% | 218 |
|
|
2022
Q2 | $313K | Sell |
2,155
-188
| -8% | -$27.3K | 0.08% | 204 |
|
|
2022
Q1 | $389K | Buy |
2,343
+3
| +0.1% | +$498 | 0.1% | 180 |
|
|
2021
Q4 | $393K | Buy |
+2,340
| New | +$393K | 0.11% | 143 |
|