Elevation Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Hold |
1,345
| – | – | 0.05% | 152 |
|
|
2025
Q1 | $114K | Hold |
1,345
| – | – | 0.05% | 153 |
|
|
2024
Q4 | $119K | Sell |
1,345
-59
| -4% | -$5.22K | 0.05% | 149 |
|
|
2024
Q3 | $124K | Hold |
1,404
| – | – | 0.05% | 144 |
|
|
2024
Q2 | $114K | Hold |
1,404
| – | – | 0.05% | 144 |
|
|
2024
Q1 | $118K | Hold |
1,404
| – | – | 0.06% | 140 |
|
|
2023
Q4 | $97.2K | Hold |
1,404
| – | – | 0.06% | 156 |
|
|
2023
Q3 | $97.2K | Hold |
1,404
| – | – | 0.08% | 97 |
|
|
2023
Q2 | $103K | Hold |
1,404
| – | – | 0.09% | 98 |
|
|
2023
Q1 | $98.2K | Buy |
+1,404
| New | +$98.2K | 0.09% | 104 |
|