Elevation Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $347K | Hold |
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|
2025
Q2 | $310K | Sell |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $151K | Hold |
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|
2024
Q1 | $156K | Hold |
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|
2023
Q4 | $131K | Buy |
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|
2023
Q3 | $61.2K | Hold |
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|
2023
Q2 | $64.8K | Hold |
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|
2023
Q1 | $61.7K | Buy |
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