Elevation Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$172K Hold
2025
Q2
$154K Hold
2025
Q1
$137K Hold
2024
Q4
$155K Hold
2024
Q3
$153K Hold
2024
Q2
$141K Hold
2024
Q1
$145K Sell
2023
Q4
$193K Buy