Summit Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.6M | Buy |
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|
2023
Q4 | $3.29M | Buy |
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|
2023
Q3 | $2.82M | Buy |
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|
2023
Q2 | $2.97M | Sell |
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|
2023
Q1 | $2.96M | Sell |
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|
2022
Q4 | $2.86M | Sell |
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|
2022
Q3 | $2.77M | Buy |
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|
2022
Q2 | $2.84M | Sell |
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|
2022
Q1 | $3.44M | Buy |
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|
2021
Q4 | $3.45M | Buy |
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|
2021
Q3 | $3.04M | Buy |
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|
2021
Q2 | $2.37M | Buy |
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|
2021
Q1 | $2.08M | Sell |
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|
2020
Q4 | $2.02M | Buy |
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|
2020
Q3 | $1.64M | Sell |
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|
2020
Q2 | $1.65M | Buy |
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|
2020
Q1 | $1.31M | Hold |
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|
2019
Q4 | $1.81M | Sell |
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|
2019
Q3 | $1.74M | Sell |
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|
2019
Q2 | $1.93M | Buy |
|