Elevation Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.5K | Hold |
573
| – | – | 0.03% | 193 |
|
|
2025
Q1 | $67.3K | Buy |
573
+1
| +0.2% | +$117 | 0.03% | 200 |
|
|
2024
Q4 | $72.5K | Hold |
572
| – | – | 0.03% | 197 |
|
|
2024
Q3 | $67.1K | Buy |
572
+1
| +0.2% | +$117 | 0.03% | 195 |
|
|
2024
Q2 | $63K | Buy |
571
+1
| +0.2% | +$110 | 0.03% | 196 |
|
|
2024
Q1 | $65.1K | Buy |
570
+1
| +0.2% | +$114 | 0.03% | 196 |
|
|
2023
Q4 | $52K | Hold |
569
| – | – | 0.03% | 204 |
|
|
2023
Q3 | $52K | Hold |
569
| – | – | 0.04% | 144 |
|
|
2023
Q2 | $55K | Hold |
569
| – | – | 0.05% | 142 |
|
|
2023
Q1 | $51.8K | Buy |
+569
| New | +$51.8K | 0.05% | 148 |
|