Summit Financial Strategies’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $945K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.04M | Buy |
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