Elevate Wealth Advisory’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7K | Hold |
56
| – | – | 0.01% | 116 |
|
|
2025
Q1 | $17.8K | Hold |
56
| – | – | 0.01% | 113 |
|
|
2024
Q4 | $18.7K | Hold |
56
| – | – | 0.01% | 103 |
|
|
2024
Q3 | $18.3K | Hold |
56
| – | – | 0.01% | 107 |
|
|
2024
Q2 | $17.3K | Hold |
56
| – | – | 0.01% | 101 |
|
|
2024
Q1 | $16.8K | Hold |
56
| – | – | 0.01% | 97 |
|
|
2023
Q4 | $15.3K | Buy |
+56
| New | +$15.3K | 0.01% | 101 |
|