Elevation Wealth Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $673K | Buy |
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|
2025
Q2 | $600K | Buy |
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|
2025
Q1 | $322K | Hold |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $356K | Hold |
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|
2024
Q2 | $325K | Hold |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $67.8K | Hold |
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|
2023
Q2 | $70.4K | Hold |
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|
2023
Q1 | $68.5K | Buy |
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