Elevate Wealth Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Elevate Wealth Advisory’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.95K	Buy
2025 Q2	–	Sell
2025 Q1	$75.4K	Buy
2024 Q4	$83.3K	Buy
2024 Q3	$83K	Buy
2024 Q2	$76K	Buy
2024 Q1	$78.6K	Buy
2023 Q4	$74.8K	Buy