Summit Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.47M | Hold |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.23M | Hold |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $1.19M | Hold |
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|
2022
Q4 | $1.1M | Hold |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.64M | Hold |
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|
2021
Q3 | $1.59M | Hold |
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|
2021
Q2 | $1.61M | Hold |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.58M | Hold |
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|
2020
Q3 | $1.33M | Hold |
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|
2020
Q2 | $1.22M | Hold |
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|
2020
Q1 | $937K | Hold |
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|
2019
Q4 | $1.18M | Hold |
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|
2019
Q3 | $1.09M | Buy |
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