ECA
Elevated Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $316K | Hold |
2,686
| – | – | 0.09% | 220 |
|
2025
Q1 | $316K | Hold |
2,686
| – | – | 0.09% | 220 |
|
2024
Q4 | $340K | Sell |
2,686
-552
| -17% | -$70K | 0.09% | 220 |
|
2024
Q3 | $380K | Sell |
3,238
-6
| -0.2% | -$704 | 0.1% | 228 |
|
2024
Q2 | $358K | Sell |
3,244
-307
| -9% | -$33.9K | 0.1% | 189 |
|
2024
Q1 | $405K | Sell |
3,551
-31,382
| -90% | -$3.58M | 0.12% | 144 |
|
2023
Q4 | $3.65M | Sell |
34,933
-725
| -2% | -$75.7K | 1.14% | 23 |
|
2023
Q3 | $3.26M | Sell |
35,658
-1,258
| -3% | -$115K | 1.11% | 23 |
|
2023
Q2 | $3.57M | Buy |
36,916
+3,114
| +9% | +$301K | 1.19% | 20 |
|
2023
Q1 | $3.08M | Sell |
33,802
-972
| -3% | -$88.5K | 1.1% | 25 |
|
2022
Q4 | $2.91M | Sell |
34,774
-2,648
| -7% | -$221K | 1.11% | 24 |
|
2022
Q3 | $2.94M | Buy |
+37,422
| New | +$2.94M | 1.15% | 23 |
|
2022
Q1 | $3.56M | Buy |
+35,418
| New | +$3.56M | 1.18% | 20 |
|
2021
Q3 | $3.77M | Buy |
+33,639
| New | +$3.77M | 1.3% | 20 |
|
2021
Q1 | $3.09M | Buy |
29,058
+3,540
| +14% | +$377K | 1.2% | 19 |
|
2020
Q4 | $2.62M | Buy |
25,518
+14,282
| +127% | +$1.47M | 1.13% | 19 |
|
2020
Q3 | $2.06M | Buy |
11,236
+536
| +5% | +$98K | 0.96% | 30 |
|
2020
Q2 | $1.93M | Buy |
+10,700
| New | +$1.93M | 0.91% | 29 |
|
2019
Q4 | $566K | Buy |
+3,712
| New | +$566K | 0.63% | 44 |
|
2019
Q1 | $955K | Buy |
+7,258
| New | +$955K | 0.63% | 47 |
|