Elevated Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$316K Hold
2025
Q1
$316K Hold
2024
Q4
$340K Sell
2024
Q3
$380K Sell
2024
Q2
$358K Sell
2024
Q1
$405K Sell
2023
Q4
$3.65M Sell
2023
Q3
$3.26M Sell
2023
Q2
$3.57M Buy
2023
Q1
$3.08M Sell
2022
Q4
$2.91M Sell
2022
Q3
$2.94M Buy
2022
Q1
$3.56M Buy
2021
Q3
$3.77M Buy
2021
Q1
$3.09M Buy
2020
Q4
$2.62M Buy
2020
Q3
$2.06M Buy
2020
Q2
$1.93M Buy
2019
Q4
$566K Buy
2019
Q1
$955K Buy