Summit Financial Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
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|
2025
Q1 | $2.41M | Hold |
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|
2024
Q4 | $2.51M | Sell |
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|
2024
Q3 | $2.52M | Buy |
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|
2024
Q2 | $2.3M | Sell |
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|
2024
Q1 | $2.41M | Sell |
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|
2023
Q4 | $2.24M | Buy |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $1.88M | Sell |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $1.96M | Buy |
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|
2022
Q3 | $366K | Sell |
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|
2022
Q2 | $1.29M | Buy |
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