EverSource Wealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.58K | Hold |
56
| – | – | ﹤0.01% | 2892 |
|
|
2025
Q1 | $7.7K | Hold |
56
| – | – | ﹤0.01% | 2264 |
|
|
2024
Q4 | $8.1K | Hold |
56
| – | – | ﹤0.01% | 2108 |
|
|
2024
Q3 | $7.87K | Hold |
56
| – | – | ﹤0.01% | 1997 |
|
|
2024
Q2 | $7.54K | Hold |
56
| – | – | ﹤0.01% | 2020 |
|
|
2024
Q1 | $6.84K | Hold |
56
| – | – | ﹤0.01% | 1886 |
|
|
2023
Q4 | $6.45K | Hold |
56
| – | – | ﹤0.01% | 1754 |
|
|
2023
Q3 | $5.79K | Hold |
56
| – | – | ﹤0.01% | 1654 |
|
|
2023
Q2 | $5.97K | Buy |
+56
| New | +$5.97K | ﹤0.01% | 1652 |
|