Summit Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.47M | Hold |
12,882
| – | – | 0.52% | 58 |
|
|
2023
Q4 | $1.35M | Sell |
12,882
-590
| -4% | -$61.6K | 0.52% | 56 |
|
|
2023
Q3 | $1.23M | Hold |
13,472
| – | – | 0.52% | 57 |
|
|
2023
Q2 | $1.3M | Buy |
13,472
+366
| +3% | +$35.4K | 0.51% | 57 |
|
|
2023
Q1 | $1.19M | Hold |
13,106
| – | – | 0.45% | 66 |
|
|
2022
Q4 | $1.1M | Hold |
13,106
| – | – | 0.43% | 68 |
|
|
2022
Q3 | $1.03M | Buy |
13,106
+247
| +2% | +$19.4K | 0.43% | 68 |
|
|
2022
Q2 | $1.02M | Sell |
12,859
-278
| -2% | -$22K | 0.39% | 77 |
|
|
2022
Q1 | $1.32M | Sell |
13,137
-1,071
| -8% | -$108K | 0.45% | 62 |
|
|
2021
Q4 | $1.64M | Hold |
14,208
| – | – | 0.53% | 54 |
|
|
2021
Q3 | $1.59M | Hold |
14,208
| – | – | 0.58% | 47 |
|
|
2021
Q2 | $1.61M | Hold |
14,208
| – | – | 0.6% | 45 |
|
|
2021
Q1 | $1.45M | Sell |
14,208
-1,212
| -8% | -$124K | 0.6% | 47 |
|
|
2020
Q4 | $1.58M | Hold |
15,420
| – | – | 0.69% | 42 |
|
|
2020
Q3 | $1.33M | Hold |
15,420
| – | – | 0.66% | 41 |
|
|
2020
Q2 | $1.22M | Hold |
15,420
| – | – | 0.63% | 43 |
|
|
2020
Q1 | $937K | Hold |
15,420
| – | – | 0.56% | 48 |
|
|
2019
Q4 | $1.18M | Hold |
15,420
| – | – | 0.56% | 48 |
|
|
2019
Q3 | $1.09M | Buy |
+15,420
| New | +$1.09M | 0.55% | 48 |
|