ECA
Elevation Capital Advisory’s iShares Russell Top 200 ETF IWL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-58,979
| Closed | -$8.1M | – | 61 |
|
2025
Q1 | $8.1M | Buy |
58,979
+12,350
| +26% | +$1.7M | 3.53% | 11 |
|
2024
Q4 | $6.75M | Buy |
+46,629
| New | +$6.75M | 2.89% | 13 |
|
2024
Q3 | – | Sell |
-42,880
| Closed | -$5.74M | – | 63 |
|
2024
Q2 | $5.74M | Buy |
+42,880
| New | +$5.74M | 2.62% | 18 |
|