Summit Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $243K | Hold |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $224K | Sell |
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|
2021
Q1 | $550K | Sell |
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|
2020
Q4 | $726K | Sell |
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|
2020
Q3 | $981K | Sell |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $890K | Hold |
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|
2019
Q4 | $1.13M | Hold |
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|
2019
Q3 | $1.04M | Hold |
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|
2019
Q2 | $1.03M | Buy |
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