EverSource Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Sell |
4,759
-8,148
| -63% | -$1.08M | 0.03% | 385 |
|
|
2025
Q1 | $1.63M | Sell |
12,907
-258
| -2% | -$32.5K | 0.09% | 177 |
|
|
2024
Q4 | $1.7M | Sell |
13,165
-950
| -7% | -$123K | 0.1% | 166 |
|
|
2024
Q3 | $1.87M | Sell |
14,115
-3,072
| -18% | -$406K | 0.12% | 146 |
|
|
2024
Q2 | $2.2M | Buy |
17,187
+6,084
| +55% | +$779K | 0.15% | 124 |
|
|
2024
Q1 | $1.32M | Buy |
11,103
+8,030
| +261% | +$954K | 0.1% | 156 |
|
|
2023
Q4 | $357K | Buy |
3,073
+361
| +13% | +$42K | 0.03% | 307 |
|
|
2023
Q3 | $283K | Buy |
2,712
+5
| +0.2% | +$522 | 0.03% | 320 |
|
|
2023
Q2 | $297K | Sell |
2,707
-245
| -8% | -$26.9K | 0.03% | 314 |
|
|
2023
Q1 | $314K | Buy |
2,952
+328
| +13% | +$34.8K | 0.04% | 291 |
|
|
2022
Q4 | $276K | Buy |
2,624
+2,597
| +9,619% | +$274K | 0.04% | 297 |
|
|
2022
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 1545 |
|