EverSource Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Sell |
1,761
-759
| -30% | -$69.8K | 0.01% | 954 |
|
|
2025
Q1 | $214K | Buy |
2,520
+34
| +1% | +$2.89K | 0.01% | 637 |
|
|
2024
Q4 | $220K | Hold |
2,486
| – | – | 0.01% | 621 |
|
|
2024
Q3 | $219K | Buy |
2,486
+1
| +0% | +$88 | 0.01% | 529 |
|
|
2024
Q2 | $211K | Buy |
2,485
+200
| +9% | +$17K | 0.01% | 541 |
|
|
2024
Q1 | $182K | Buy |
2,285
+1,238
| +118% | +$98.5K | 0.01% | 518 |
|
|
2023
Q4 | $81.4K | Sell |
1,047
-400
| -28% | -$31.1K | 0.01% | 718 |
|
|
2023
Q3 | $100K | Hold |
1,447
| – | – | 0.01% | 565 |
|
|
2023
Q2 | $106K | Sell |
1,447
-613
| -30% | -$44.8K | 0.01% | 565 |
|
|
2023
Q1 | $144K | Sell |
2,060
-102
| -5% | -$7.13K | 0.02% | 448 |
|
|
2022
Q4 | $146K | Buy |
+2,162
| New | +$146K | 0.02% | 414 |
|
|
2022
Q3 | – | Sell |
-1,100
| Closed | -$71K | – | 2041 |
|
|
2022
Q2 | $71K | Sell |
1,100
-700
| -39% | -$45.2K | 0.02% | 495 |
|
|
2022
Q1 | $140K | Buy |
1,800
+470
| +35% | +$36.6K | 0.04% | 291 |
|
|
2021
Q4 | $110K | Buy |
+1,330
| New | +$110K | 0.03% | 297 |
|