Summit Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.96M | Buy |
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.85M | Hold |
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|
2022
Q4 | $1.84M | Sell |
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|
2022
Q3 | $2.04M | Buy |
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|
2022
Q2 | $2.07M | Buy |
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|
2022
Q1 | $1.94M | Buy |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $806K | Buy |
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|
2021
Q2 | $781K | Buy |
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|
2021
Q1 | $371K | Buy |
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