Summit Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.61M | Buy |
7,757
+402
| +5% | +$135K | 0.93% | 29 |
|
|
2023
Q4 | $2.23M | Buy |
7,355
+696
| +10% | +$211K | 0.85% | 29 |
|
|
2023
Q3 | $1.77M | Sell |
6,659
-300
| -4% | -$79.8K | 0.74% | 36 |
|
|
2023
Q2 | $1.91M | Buy |
6,959
+109
| +2% | +$30K | 0.74% | 38 |
|
|
2023
Q1 | $1.67M | Sell |
6,850
-264
| -4% | -$64.5K | 0.63% | 47 |
|
|
2022
Q4 | $1.52M | Sell |
7,114
-3,483
| -33% | -$746K | 0.6% | 46 |
|
|
2022
Q3 | $2.23M | Buy |
10,597
+1,689
| +19% | +$355K | 0.93% | 30 |
|
|
2022
Q2 | $1.95M | Buy |
8,908
+55
| +0.6% | +$12K | 0.75% | 40 |
|
|
2022
Q1 | $2.46M | Hold |
8,853
| – | – | 0.83% | 34 |
|
|
2021
Q4 | $2.71M | Buy |
8,853
+3,483
| +65% | +$1.06M | 0.88% | 33 |
|
|
2021
Q3 | $1.47M | Hold |
5,370
| – | – | 0.53% | 54 |
|
|
2021
Q2 | $1.46M | Hold |
5,370
| – | – | 0.55% | 51 |
|
|
2021
Q1 | $1.31M | Hold |
5,370
| – | – | 0.54% | 52 |
|
|
2020
Q4 | $1.3M | Hold |
5,370
| – | – | 0.57% | 52 |
|
|
2020
Q3 | $1.17M | Hold |
5,370
| – | – | 0.58% | 50 |
|
|
2020
Q2 | $1.03M | Buy |
5,370
+100
| +2% | +$19.2K | 0.54% | 50 |
|
|
2020
Q1 | $794K | Hold |
5,270
| – | – | 0.47% | 57 |
|
|
2019
Q4 | $927K | Hold |
5,270
| – | – | 0.44% | 58 |
|
|
2019
Q3 | $841K | Sell |
5,270
-425
| -7% | -$67.8K | 0.43% | 61 |
|
|
2019
Q2 | $896K | Buy |
+5,695
| New | +$896K | 0.41% | 67 |
|