EverSource Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
2,150
-13,028
| -86% | -$1.81M | 0.01% | 670 |
|
|
2025
Q1 | $1.78M | Sell |
15,178
-785
| -5% | -$92.2K | 0.1% | 167 |
|
|
2024
Q4 | $2.02M | Sell |
15,963
-1,395
| -8% | -$177K | 0.11% | 148 |
|
|
2024
Q3 | $2.04M | Sell |
17,358
-2,094
| -11% | -$246K | 0.13% | 139 |
|
|
2024
Q2 | $2.16M | Buy |
19,452
+8,695
| +81% | +$965K | 0.14% | 127 |
|
|
2024
Q1 | $1.16M | Buy |
10,757
+9,551
| +792% | +$1.03M | 0.09% | 165 |
|
|
2023
Q4 | $126K | Buy |
1,206
+110
| +10% | +$11.5K | 0.01% | 568 |
|
|
2023
Q3 | $100K | Hold |
1,096
| – | – | 0.01% | 566 |
|
|
2023
Q2 | $106K | Buy |
1,096
+1
| +0.1% | +$97 | 0.01% | 564 |
|
|
2023
Q1 | $99.7K | Hold |
1,095
| – | – | 0.01% | 547 |
|
|
2022
Q4 | $91.5K | Buy |
1,095
+526
| +92% | +$44K | 0.01% | 539 |
|
|
2022
Q3 | $45K | Buy |
569
+37
| +7% | +$2.93K | 0.01% | 659 |
|
|
2022
Q2 | $42K | Buy |
532
+1
| +0.2% | +$79 | 0.01% | 664 |
|
|
2022
Q1 | $53K | Sell |
531
-3
| -0.6% | -$299 | 0.01% | 458 |
|
|
2021
Q4 | $62K | Buy |
+534
| New | +$62K | 0.02% | 387 |
|