Elevation Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Hold |
50
| – | – | 0.01% | 330 |
|
|
2025
Q1 | $15.3K | Sell |
50
-14
| -22% | -$4.29K | 0.01% | 334 |
|
|
2024
Q4 | $20.6K | Hold |
64
| – | – | 0.01% | 307 |
|
|
2024
Q3 | $20.1K | Hold |
64
| – | – | 0.01% | 297 |
|
|
2024
Q2 | $19K | Hold |
64
| – | – | 0.01% | 291 |
|
|
2024
Q1 | $18.4K | Hold |
64
| – | – | 0.01% | 302 |
|
|
2023
Q4 | $15K | Hold |
64
| – | – | 0.01% | 303 |
|
|
2023
Q3 | $15K | Hold |
64
| – | – | 0.01% | 225 |
|
|
2023
Q2 | $15.6K | Hold |
64
| – | – | 0.01% | 226 |
|
|
2023
Q1 | $14.4K | Buy |
+64
| New | +$14.4K | 0.01% | 238 |
|