EverSource Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $777K | Buy |
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|
2023
Q4 | $95.1K | Buy |
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|
2023
Q3 | $36.5K | Buy |
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|
2023
Q2 | $39.1K | Buy |
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|
2023
Q1 | $35.4K | Hold |
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|
2022
Q4 | $33.5K | Buy |
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