EverSource Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.93M | Buy |
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|
2025
Q2 | $162K | Sell |
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|
2025
Q1 | $214K | Buy |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | $211K | Buy |
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|
2024
Q1 | $182K | Buy |
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|
2023
Q4 | $81.4K | Sell |
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|
2023
Q3 | $100K | Hold |
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|
2023
Q2 | $106K | Sell |
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|
2023
Q1 | $144K | Sell |
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|
2022
Q4 | $146K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $71K | Sell |
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|
2022
Q1 | $140K | Buy |
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|
2021
Q4 | $110K | Buy |
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