EverSource Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $306K | Buy |
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|
2025
Q2 | $298K | Sell |
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|
2025
Q1 | $1.78M | Sell |
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|
2024
Q4 | $2.02M | Sell |
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|
2024
Q3 | $2.04M | Sell |
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|
2024
Q2 | $2.16M | Buy |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $126K | Buy |
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|
2023
Q3 | $100K | Hold |
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|
2023
Q2 | $106K | Buy |
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|
2023
Q1 | $99.7K | Hold |
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|
2022
Q4 | $91.5K | Buy |
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|
2022
Q3 | $45K | Buy |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $53K | Sell |
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|
2021
Q4 | $62K | Buy |
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