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
2026 Q1	$276K	Buy	2,157 +6	+0.3%	+$812	0.01%	885
2025 Q4	$295K	Hold	2,151	–	–	0.01%	765
2025 Q3	$306K	Buy	2,151 +1	+0%	+$141	0.01%	722
2025 Q2	$298K	Sell	2,150 -13,028	-86%	-$1.65M	0.01%	671
2025 Q1	$1.78M	Sell	15,178 -785	-5%	-$101K	0.1%	168
2024 Q4	$2.02M	Sell	15,963 -1,395	-8%	-$177K	0.11%	148
2024 Q3	$2.04M	Sell	17,358 -2,094	-11%	-$234K	0.13%	139
2024 Q2	$2.16M	Buy	19,452 +8,695	+81%	+$955K	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%	+$10.4K	0.01%	568
2023 Q3	$100K	Hold	1,096	–	–	0.01%	566
2023 Q2	$106K	Buy	1,096 +1	+0.1%	+$91	0.01%	564
2023 Q1	$99.7K	Hold	1,095	–	–	0.01%	547
2022 Q4	$91.5K	Buy	1,095 +526	+92%	+$44.3K	0.01%	539
2022 Q3	$45K	Buy	569 +37	+7%	+$3.19K	0.01%	659
2022 Q2	$42K	Buy	532 +1	+0.2%	+$87	0.01%	664
2022 Q1	$53K	Sell	531 -3	-0.6%	-$299	0.01%	458
2021 Q4	$62K	Buy	+534	New	+$62.3K	0.02%	387