SFS
Summit Financial Strategies’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
31,427
+3,043
| +11% | +$280K | 0.27% | 39 |
|
|
2025
Q1 | $2.41M | Hold |
28,384
| – | – | 0.24% | 40 |
|
|
2024
Q4 | $2.51M | Sell |
28,384
-230
| -0.8% | -$20.3K | 0.28% | 34 |
|
|
2024
Q3 | $2.52M | Buy |
28,614
+256
| +0.9% | +$22.6K | 0.28% | 32 |
|
|
2024
Q2 | $2.3M | Sell |
28,358
-273
| -1% | -$22.1K | 0.29% | 32 |
|
|
2024
Q1 | $2.41M | Sell |
28,631
-240
| -0.8% | -$20.2K | 0.34% | 29 |
|
|
2023
Q4 | $2.24M | Buy |
28,871
+2,367
| +9% | +$184K | 0.34% | 30 |
|
|
2023
Q3 | $1.84M | Buy |
26,504
+779
| +3% | +$53.9K | 0.35% | 26 |
|
|
2023
Q2 | $1.88M | Sell |
25,725
-3,003
| -10% | -$219K | 0.35% | 27 |
|
|
2023
Q1 | $2.01M | Sell |
28,728
-306
| -1% | -$21.4K | 0.4% | 25 |
|
|
2022
Q4 | $1.96M | Buy |
29,034
+23,148
| +393% | +$1.56M | 0.42% | 24 |
|
|
2022
Q3 | $366K | Sell |
5,886
-14,042
| -70% | -$873K | 0.09% | 75 |
|
|
2022
Q2 | $1.29M | Buy |
+19,928
| New | +$1.29M | 0.3% | 26 |
|