EWA
EverSource Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $904K | Buy |
4,188
+947
| +29% | +$204K | 0.04% | 302 |
|
|
2025
Q1 | $646K | Sell |
3,241
-2,396
| -43% | -$478K | 0.04% | 331 |
|
|
2024
Q4 | $1.25M | Sell |
5,637
-171
| -3% | -$37.8K | 0.07% | 212 |
|
|
2024
Q3 | $1.28M | Buy |
5,808
+36
| +0.6% | +$7.95K | 0.08% | 184 |
|
|
2024
Q2 | $1.29M | Buy |
5,772
+300
| +5% | +$67.2K | 0.09% | 180 |
|
|
2024
Q1 | $1.07M | Buy |
5,472
+1,300
| +31% | +$255K | 0.08% | 174 |
|
|
2023
Q4 | $837K | Buy |
4,172
+1,204
| +41% | +$242K | 0.08% | 183 |
|
|
2023
Q3 | $525K | Buy |
2,968
+915
| +45% | +$162K | 0.06% | 226 |
|
|
2023
Q2 | $384K | Sell |
2,053
-147
| -7% | -$27.5K | 0.04% | 263 |
|
|
2023
Q1 | $393K | Sell |
2,200
-18
| -0.8% | -$3.21K | 0.05% | 255 |
|
|
2022
Q4 | $387K | Buy |
2,218
+195
| +10% | +$34K | 0.06% | 236 |
|
|
2022
Q3 | $334K | Sell |
2,023
-320
| -14% | -$52.8K | 0.08% | 223 |
|
|
2022
Q2 | $397K | Sell |
2,343
-318
| -12% | -$53.9K | 0.1% | 177 |
|
|
2022
Q1 | $546K | Buy |
2,661
+693
| +35% | +$142K | 0.14% | 138 |
|
|
2021
Q4 | $438K | Buy |
+1,968
| New | +$438K | 0.12% | 131 |
|