EverSource Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $172K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $994K | Sell |
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|
2024
Q4 | $2.25M | Buy |
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|
2024
Q3 | $2.2M | Sell |
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|
2024
Q2 | $2.46M | Buy |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $55.1K | Hold |
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|
2023
Q3 | $48.1K | Buy |
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|
2023
Q2 | $49K | Sell |
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|
2023
Q1 | $155K | Hold |
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|
2022
Q4 | $156K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $8K | Buy |
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