Elevation Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $141K | Buy |
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|
2025
Q2 | $133K | Buy |
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|
2025
Q1 | $126K | Sell |
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|
2024
Q4 | $138K | Sell |
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|
2024
Q3 | $194K | Buy |
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|
2024
Q2 | $176K | Buy |
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|
2024
Q1 | $183K | Buy |
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|
2023
Q4 | $133K | Buy |
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|
2023
Q3 | $91.4K | Hold |
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|
2023
Q2 | $96.2K | Hold |
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|
2023
Q1 | $93K | Buy |
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