Elevation Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
1,435
-8
| -0.6% | -$1.73K | 0.12% | 95 |
|
|
2025
Q1 | $288K | Sell |
1,443
-7
| -0.5% | -$1.4K | 0.12% | 91 |
|
|
2024
Q4 | $320K | Sell |
1,450
-155
| -10% | -$34.2K | 0.14% | 86 |
|
|
2024
Q3 | $355K | Buy |
1,605
+863
| +116% | +$191K | 0.15% | 82 |
|
|
2024
Q2 | $151K | Hold |
742
| – | – | 0.07% | 130 |
|
|
2024
Q1 | $156K | Hold |
742
| – | – | 0.08% | 127 |
|
|
2023
Q4 | $131K | Buy |
742
+396
| +114% | +$70K | 0.08% | 129 |
|
|
2023
Q3 | $61.2K | Hold |
346
| – | – | 0.05% | 135 |
|
|
2023
Q2 | $64.8K | Hold |
346
| – | – | 0.05% | 135 |
|
|
2023
Q1 | $61.7K | Buy |
+346
| New | +$61.7K | 0.06% | 137 |
|