Summit Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Summit Financial Group’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-875	Closed	-$230K	–	200
2022 Q1	$230K	Hold	875	–	–	0.08%	196
2021 Q4	$243K	Hold	875	–	–	0.08%	196
2021 Q3	$223K	Hold	875	–	–	0.08%	196
2021 Q2	$224K	Sell	875 -1,445	-62%	-$360K	0.08%	190
2021 Q1	$550K	Sell	2,320 -929	-29%	-$216K	0.23%	103
2020 Q4	$726K	Sell	3,249 -1,765	-35%	-$371K	0.32%	77
2020 Q3	$981K	Sell	5,014 -795	-14%	-$154K	0.49%	60
2020 Q2	$1.05M	Sell	5,809 -190	-3%	-$32.2K	0.54%	49
2020 Q1	$890K	Hold	5,999	–	–	0.53%	52
2019 Q4	$1.13M	Hold	5,999	–	–	0.54%	49
2019 Q3	$1.04M	Hold	5,999	–	–	0.53%	50
2019 Q2	$1.03M	Buy	+5,999	New	+$1.02M	0.47%	60

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial Group's IWV Position: Q2 2022 in Review

Summit Financial Group sold out of iShares Russell 3000 ETF (IWV) in Q2 2022, closing a stake of 875 shares — an estimated $230K sold.

Summit Financial Group first reported a position in IWV in Q2 2019 and held it in 12 quarters. The position peaked at $1.13M in Q4 2019. 641 funds tracked by Wall St. Rank hold IWV as of Q2 2022.

Summit Financial Group reported no remaining iShares Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
Summit Financial Group sold 875 iShares Russell 3000 ETF shares in Q2 2022, an estimated $230K.
Summit Financial Group first reported a position in iShares Russell 3000 ETF in Q2 2019 and held it in 12 quarters.
Summit Financial Group's iShares Russell 3000 ETF position peaked at $1.13M in Q4 2019.
641 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2022.

Based on Summit Financial Group's 13F filing for Q2 2022, filed 7 Jul 2022.