Elevate Wealth Advisory’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-378
| Closed | -$75.4K | – | 138 |
|
|
2025
Q1 | $75.4K | Buy |
378
+1
| +0.3% | +$199 | 0.05% | 90 |
|
|
2024
Q4 | $83.3K | Buy |
377
+1
| +0.3% | +$221 | 0.06% | 77 |
|
|
2024
Q3 | $83K | Buy |
376
+1
| +0.3% | +$221 | 0.06% | 82 |
|
|
2024
Q2 | $76K | Buy |
375
+1
| +0.3% | +$203 | 0.06% | 76 |
|
|
2024
Q1 | $78.6K | Buy |
374
+1
| +0.3% | +$210 | 0.07% | 74 |
|
|
2023
Q4 | $74.8K | Buy |
+373
| New | +$74.8K | 0.07% | 75 |
|