EverSource Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Sell |
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|
2025
Q1 | $1.63M | Sell |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $1.87M | Sell |
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|
2024
Q2 | $2.2M | Buy |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $283K | Buy |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q4 | $276K | Buy |
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|
2022
Q3 | $3K | Buy |
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