EWP
Elevation Wealth Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
11,952
+6,216
| +108% | +$618K | 0.47% | 40 |
|
|
2025
Q1 | $559K | Buy |
5,736
+19
| +0.3% | +$1.85K | 0.24% | 62 |
|
|
2024
Q4 | $621K | Buy |
5,717
+25
| +0.4% | +$2.72K | 0.26% | 55 |
|
|
2024
Q3 | $613K | Buy |
5,692
+26
| +0.5% | +$2.8K | 0.26% | 58 |
|
|
2024
Q2 | $551K | Buy |
5,666
+25
| +0.4% | +$2.43K | 0.26% | 60 |
|
|
2024
Q1 | $580K | Buy |
5,641
+59
| +1% | +$6.06K | 0.29% | 58 |
|
|
2023
Q4 | $498K | Hold |
5,582
| – | – | 0.3% | 59 |
|
|
2023
Q3 | $498K | Buy |
5,582
+1,441
| +35% | +$129K | 0.43% | 30 |
|
|
2023
Q2 | $394K | Buy |
4,141
+14
| +0.3% | +$1.33K | 0.33% | 41 |
|
|
2023
Q1 | $386K | Buy |
+4,127
| New | +$386K | 0.35% | 40 |
|