Summit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $770K | Hold |
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|
2023
Q4 | $701K | Hold |
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|
2023
Q3 | $628K | Hold |
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|
2023
Q2 | $652K | Hold |
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|
2023
Q1 | $602K | Sell |
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|
2022
Q4 | $584K | Hold |
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|
2022
Q3 | $547K | Hold |
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|
2022
Q2 | $576K | Hold |
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|
2022
Q1 | $693K | Hold |
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|
2021
Q4 | $733K | Hold |
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|
2021
Q3 | $670K | Hold |
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|
2021
Q2 | $671K | Hold |
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|
2021
Q1 | $620K | Hold |
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|
2020
Q4 | $587K | Hold |
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|
2020
Q3 | $519K | Hold |
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|
2020
Q2 | $476K | Hold |
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|
2020
Q1 | $392K | Hold |
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|
2019
Q4 | $495K | Hold |
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|
2019
Q3 | $456K | Buy |
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