Elevation Wealth Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
3,801
+1,671
| +78% | +$264K | 0.24% | 62 |
|
|
2025
Q1 | $322K | Hold |
2,130
| – | – | 0.14% | 84 |
|
|
2024
Q4 | $350K | Sell |
2,130
-2
| -0.1% | -$328 | 0.15% | 80 |
|
|
2024
Q3 | $356K | Hold |
2,132
| – | – | 0.15% | 81 |
|
|
2024
Q2 | $325K | Hold |
2,132
| – | – | 0.15% | 81 |
|
|
2024
Q1 | $339K | Sell |
2,132
-415
| -16% | -$65.9K | 0.17% | 83 |
|
|
2023
Q4 | $345K | Buy |
2,547
+2,047
| +409% | +$277K | 0.21% | 77 |
|
|
2023
Q3 | $67.8K | Hold |
500
| – | – | 0.06% | 129 |
|
|
2023
Q2 | $70.4K | Hold |
500
| – | – | 0.06% | 127 |
|
|
2023
Q1 | $68.5K | Buy |
+500
| New | +$68.5K | 0.06% | 130 |
|