EverSource Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Buy |
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|
2025
Q2 | $904K | Buy |
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|
2025
Q1 | $646K | Sell |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $837K | Buy |
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|
2023
Q3 | $525K | Buy |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $393K | Sell |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $334K | Sell |
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|
2022
Q2 | $397K | Sell |
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|
2022
Q1 | $546K | Buy |
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|
2021
Q4 | $438K | Buy |
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