Summit Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.61M | Buy |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $1.77M | Sell |
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|
2023
Q2 | $1.91M | Buy |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $2.23M | Buy |
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|
2022
Q2 | $1.95M | Buy |
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|
2022
Q1 | $2.46M | Hold |
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|
2021
Q4 | $2.71M | Buy |
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|
2021
Q3 | $1.47M | Hold |
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|
2021
Q2 | $1.46M | Hold |
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|
2021
Q1 | $1.3M | Hold |
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|
2020
Q4 | $1.29M | Hold |
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|
2020
Q3 | $1.17M | Hold |
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|
2020
Q2 | $1.03M | Buy |
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|
2020
Q1 | $794K | Hold |
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|
2019
Q4 | $927K | Hold |
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|
2019
Q3 | $841K | Sell |
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|
2019
Q2 | $896K | Buy |
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