Summit Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $770K | Hold |
2,674
| – | – | 0.27% | 97 |
|
|
2023
Q4 | $701K | Hold |
2,674
| – | – | 0.27% | 99 |
|
|
2023
Q3 | $628K | Hold |
2,674
| – | – | 0.26% | 100 |
|
|
2023
Q2 | $652K | Hold |
2,674
| – | – | 0.25% | 105 |
|
|
2023
Q1 | $602K | Sell |
2,674
-98
| -4% | -$22.1K | 0.23% | 111 |
|
|
2022
Q4 | $584K | Hold |
2,772
| – | – | 0.23% | 111 |
|
|
2022
Q3 | $547K | Hold |
2,772
| – | – | 0.23% | 107 |
|
|
2022
Q2 | $576K | Hold |
2,772
| – | – | 0.22% | 114 |
|
|
2022
Q1 | $693K | Hold |
2,772
| – | – | 0.23% | 104 |
|
|
2021
Q4 | $733K | Hold |
2,772
| – | – | 0.24% | 106 |
|
|
2021
Q3 | $670K | Hold |
2,772
| – | – | 0.24% | 105 |
|
|
2021
Q2 | $671K | Hold |
2,772
| – | – | 0.25% | 103 |
|
|
2021
Q1 | $620K | Hold |
2,772
| – | – | 0.26% | 93 |
|
|
2020
Q4 | $587K | Hold |
2,772
| – | – | 0.26% | 92 |
|
|
2020
Q3 | $519K | Hold |
2,772
| – | – | 0.26% | 88 |
|
|
2020
Q2 | $476K | Hold |
2,772
| – | – | 0.25% | 91 |
|
|
2020
Q1 | $392K | Hold |
2,772
| – | – | 0.23% | 91 |
|
|
2019
Q4 | $495K | Hold |
2,772
| – | – | 0.24% | 93 |
|
|
2019
Q3 | $456K | Buy |
+2,772
| New | +$456K | 0.23% | 97 |
|