EverSource Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Sell |
52
-4,066
| -99% | -$1.16M | ﹤0.01% | 2523 |
|
|
2025
Q1 | $1.05M | Sell |
4,118
-332
| -7% | -$84.8K | 0.06% | 234 |
|
|
2024
Q4 | $1.28M | Buy |
4,450
+27
| +0.6% | +$7.77K | 0.07% | 208 |
|
|
2024
Q3 | $1.26M | Sell |
4,423
-588
| -12% | -$167K | 0.08% | 187 |
|
|
2024
Q2 | $1.42M | Buy |
5,011
+1,907
| +61% | +$542K | 0.09% | 168 |
|
|
2024
Q1 | $777K | Buy |
3,104
+2,727
| +723% | +$683K | 0.06% | 214 |
|
|
2023
Q4 | $95.1K | Buy |
377
+214
| +131% | +$54K | 0.01% | 657 |
|
|
2023
Q3 | $36.5K | Buy |
163
+2
| +1% | +$448 | ﹤0.01% | 930 |
|
|
2023
Q2 | $39.1K | Buy |
161
+5
| +3% | +$1.21K | ﹤0.01% | 929 |
|
|
2023
Q1 | $35.4K | Hold |
156
| – | – | ﹤0.01% | 903 |
|
|
2022
Q4 | $33.5K | Buy |
+156
| New | +$33.5K | 0.01% | 910 |
|