EverSource Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
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|
2025
Q1 | $5.05M | Sell |
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|
2024
Q4 | $6.41M | Buy |
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|
2024
Q3 | $5.88M | Sell |
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|
2024
Q2 | $6.1M | Buy |
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|
2024
Q1 | $3.67M | Buy |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $920K | Sell |
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|
2023
Q1 | $848K | Buy |
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|
2022
Q4 | $660K | Buy |
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|
2022
Q3 | $357K | Buy |
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|
2022
Q2 | $370K | Hold |
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|
2022
Q1 | $471K | Sell |
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|
2021
Q4 | $551K | Buy |
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