Elevatus Welath Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,636
| Closed | -$361K | – | 112 |
|
|
2024
Q4 | $361K | Sell |
1,636
-34
| -2% | -$7.51K | 0.12% | 72 |
|
|
2024
Q3 | $369K | Buy |
1,670
+162
| +11% | +$35.8K | 0.12% | 66 |
|
|
2024
Q2 | $306K | Hold |
1,508
| – | – | 0.11% | 79 |
|
|
2024
Q1 | $317K | Hold |
1,508
| – | – | 0.13% | 69 |
|
|
2023
Q4 | $303K | Buy |
+1,508
| New | +$303K | 0.14% | 70 |
|