EWP
Elevation Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
1,003
+4
| +0.4% | +$528 | 0.05% | 146 |
|
|
2025
Q1 | $126K | Sell |
999
-69
| -6% | -$8.69K | 0.05% | 143 |
|
|
2024
Q4 | $138K | Sell |
1,068
-396
| -27% | -$51.2K | 0.06% | 137 |
|
|
2024
Q3 | $194K | Buy |
1,464
+4
| +0.3% | +$529 | 0.08% | 117 |
|
|
2024
Q2 | $176K | Buy |
1,460
+4
| +0.3% | +$483 | 0.08% | 116 |
|
|
2024
Q1 | $183K | Buy |
1,456
+180
| +14% | +$22.6K | 0.09% | 114 |
|
|
2023
Q4 | $133K | Buy |
1,276
+400
| +46% | +$41.7K | 0.08% | 126 |
|
|
2023
Q3 | $91.4K | Hold |
876
| – | – | 0.08% | 101 |
|
|
2023
Q2 | $96.2K | Hold |
876
| – | – | 0.08% | 105 |
|
|
2023
Q1 | $93K | Buy |
+876
| New | +$93K | 0.09% | 107 |
|