Summit Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Hold |
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|
2025
Q1 | $437K | Hold |
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|
2024
Q4 | $459K | Hold |
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|
2024
Q3 | $448K | Hold |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $346K | Hold |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $282K | Hold |
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|
2023
Q2 | $292K | Hold |
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $253K | Hold |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $249K | Hold |
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|
2022
Q1 | $300K | Hold |
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|
2021
Q4 | $317K | Hold |
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|
2021
Q3 | $290K | Hold |
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|
2021
Q2 | $290K | Hold |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $254K | Hold |
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|
2020
Q3 | $225K | Hold |
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|
2020
Q2 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $208K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $214K | Hold |
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|
2018
Q2 | $201K | Buy |
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