Elevation Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Hold |
537
| – | – | 0.06% | 132 |
|
|
2025
Q1 | $137K | Hold |
537
| – | – | 0.06% | 136 |
|
|
2024
Q4 | $155K | Hold |
537
| – | – | 0.07% | 131 |
|
|
2024
Q3 | $153K | Hold |
537
| – | – | 0.07% | 133 |
|
|
2024
Q2 | $141K | Hold |
537
| – | – | 0.07% | 138 |
|
|
2024
Q1 | $145K | Sell |
537
-325
| -38% | -$88K | 0.07% | 129 |
|
|
2023
Q4 | $193K | Buy |
+862
| New | +$193K | 0.12% | 104 |
|