Elevation Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
7,269
+349
| +5% | +$148K | 1.22% | 21 |
|
|
2025
Q1 | $2.5M | Sell |
6,920
-60
| -0.9% | -$21.7K | 1.08% | 23 |
|
|
2024
Q4 | $2.8M | Sell |
6,980
-85
| -1% | -$34.1K | 1.18% | 18 |
|
|
2024
Q3 | $2.65M | Buy |
7,065
+1
| +0% | +$375 | 1.14% | 21 |
|
|
2024
Q2 | $2.57M | Buy |
7,064
+72
| +1% | +$26.2K | 1.22% | 21 |
|
|
2024
Q1 | $2.36M | Buy |
6,992
+927
| +15% | +$312K | 1.18% | 22 |
|
|
2023
Q4 | $1.61M | Hold |
6,065
| – | – | 0.97% | 22 |
|
|
2023
Q3 | $1.61M | Buy |
6,065
+45
| +0.7% | +$12K | 1.39% | 16 |
|
|
2023
Q2 | $1.66M | Buy |
6,020
+254
| +4% | +$69.9K | 1.4% | 16 |
|
|
2023
Q1 | $1.41M | Buy |
+5,766
| New | +$1.41M | 1.29% | 17 |
|