Elevation Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.4K | Buy |
280
+1
| +0.4% | +$194 | 0.02% | 222 |
|
|
2025
Q1 | $52.5K | Buy |
279
+1
| +0.4% | +$188 | 0.02% | 222 |
|
|
2024
Q4 | $51.4K | Buy |
278
+2
| +0.7% | +$370 | 0.02% | 226 |
|
|
2024
Q3 | $52.4K | Sell |
276
-10,788
| -98% | -$2.05M | 0.02% | 218 |
|
|
2024
Q2 | $1.93M | Buy |
11,064
+2,380
| +27% | +$415K | 0.91% | 27 |
|
|
2024
Q1 | $1.56M | Buy |
8,684
+1,654
| +24% | +$296K | 0.78% | 28 |
|
|
2023
Q4 | $1.07M | Buy |
+7,030
| New | +$1.07M | 0.64% | 32 |
|