Summit Financial’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.83M | Sell |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $489K | Sell |
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|
2023
Q4 | $1.11M | Hold |
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|
2023
Q3 | $995K | Hold |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $963K | Hold |
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|
2022
Q4 | $900K | Sell |
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|
2022
Q3 | $853K | Buy |
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|
2022
Q2 | $866K | Hold |
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|
2022
Q1 | $1.04M | Hold |
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|
2021
Q4 | $1.1M | Hold |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $965K | Hold |
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|
2020
Q4 | $913K | Hold |
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|
2020
Q3 | $807K | Hold |
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|
2020
Q2 | $740K | Sell |
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|
2020
Q1 | $637K | Buy |
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|
2019
Q4 | $768K | Sell |
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|
2019
Q3 | $2.37M | Buy |
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|
2019
Q2 | $1.8M | Buy |
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|
2019
Q1 | $1.54M | Sell |
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|
2018
Q4 | $1.44M | Buy |
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