EverSource Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,585
| Closed | -$994K | – | 4302 |
|
|
2025
Q1 | $994K | Sell |
6,585
-7,142
| -52% | -$1.08M | 0.05% | 246 |
|
|
2024
Q4 | $2.25M | Buy |
13,727
+552
| +4% | +$90.6K | 0.13% | 136 |
|
|
2024
Q3 | $2.2M | Sell |
13,175
-1,174
| -8% | -$196K | 0.14% | 131 |
|
|
2024
Q2 | $2.46M | Buy |
14,349
+2,564
| +22% | +$439K | 0.16% | 116 |
|
|
2024
Q1 | $1.76M | Buy |
11,785
+11,430
| +3,220% | +$1.7M | 0.14% | 131 |
|
|
2023
Q4 | $55.1K | Hold |
355
| – | – | 0.01% | 861 |
|
|
2023
Q3 | $48.1K | Buy |
355
+7
| +2% | +$949 | 0.01% | 823 |
|
|
2023
Q2 | $49K | Sell |
348
-780
| -69% | -$110K | 0.01% | 842 |
|
|
2023
Q1 | $155K | Hold |
1,128
| – | – | 0.02% | 428 |
|
|
2022
Q4 | $156K | Buy |
+1,128
| New | +$156K | 0.02% | 390 |
|
|
2022
Q1 | – | Sell |
-48
| Closed | -$8K | – | 1779 |
|
|
2021
Q4 | $8K | Buy |
+48
| New | +$8K | ﹤0.01% | 1052 |
|