iShares Russell 2000 Index shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 4.7k | 241.96 |
| 2025-06-30 | $904k | 4.2k | 215.80 |
| 2025-03-31 | $647k | 3.2k | 199.50 |
| 2024-12-31 | $1.2M | 5.6k | 220.96 |
| 2024-09-30 | $1.3M | 5.8k | 220.88 |
| 2024-06-30 | $1.3M | 5.8k | 223.86 |
| 2024-03-31 | $837k | 4.2k | 200.68 |
| 2023-12-31 | $837k | 4.2k | 200.68 |
| 2023-09-30 | $525k | 3.0k | 176.71 |
| 2023-06-30 | $384k | 2.1k | 187.24 |
| 2023-03-31 | $393k | 2.2k | 178.43 |
| 2022-12-31 | $387k | 2.2k | 174.36 |
| 2022-09-30 | $334k | 2.0k | 165.10 |
| 2022-06-30 | $397k | 2.3k | 169.55 |
| 2022-03-31 | $546k | 2.7k | 205.04 |
| 2021-12-31 | $438k | 2.0k | 222.56 |
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