EWA
EverSource Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
2,789
-11,204
| -80% | -$4.76M | 0.05% | 238 |
|
|
2025
Q1 | $5.05M | Sell |
13,993
-1,963
| -12% | -$709K | 0.28% | 82 |
|
|
2024
Q4 | $6.41M | Buy |
15,956
+299
| +2% | +$120K | 0.36% | 67 |
|
|
2024
Q3 | $5.88M | Sell |
15,657
-1,376
| -8% | -$517K | 0.37% | 64 |
|
|
2024
Q2 | $6.1M | Buy |
17,033
+5,675
| +50% | +$2.03M | 0.41% | 63 |
|
|
2024
Q1 | $3.67M | Buy |
11,358
+6,908
| +155% | +$2.23M | 0.29% | 79 |
|
|
2023
Q4 | $1.35M | Buy |
4,450
+166
| +4% | +$50.3K | 0.12% | 145 |
|
|
2023
Q3 | $1.14M | Buy |
4,284
+940
| +28% | +$250K | 0.12% | 146 |
|
|
2023
Q2 | $920K | Sell |
3,344
-129
| -4% | -$35.5K | 0.1% | 165 |
|
|
2023
Q1 | $848K | Buy |
3,473
+394
| +13% | +$96.3K | 0.11% | 154 |
|
|
2022
Q4 | $660K | Buy |
3,079
+1,382
| +81% | +$296K | 0.1% | 164 |
|
|
2022
Q3 | $357K | Buy |
1,697
+1
| +0.1% | +$210 | 0.08% | 212 |
|
|
2022
Q2 | $370K | Hold |
1,696
| – | – | 0.1% | 186 |
|
|
2022
Q1 | $471K | Sell |
1,696
-108
| -6% | -$30K | 0.12% | 158 |
|
|
2021
Q4 | $551K | Buy |
+1,804
| New | +$551K | 0.15% | 108 |
|