EverSource Wealth Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$94.2K Buy
2023
Q1
Sell
2022
Q4
$585 Sell
2022
Q3
$105K Buy