Summit Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
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|
2025
Q1 | $11.3M | Buy |
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|
2024
Q4 | $10.2M | Buy |
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|
2024
Q3 | $9.09M | Buy |
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|
2024
Q2 | $8.3M | Buy |
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|
2024
Q1 | $5.76M | Buy |
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|
2023
Q4 | $4.96M | Sell |
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|
2023
Q3 | $4.72M | Buy |
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|
2023
Q2 | $4.82M | Buy |
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|
2023
Q1 | $4.64M | Sell |
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|
2022
Q4 | $4.66M | Sell |
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|
2022
Q3 | $4.33M | Buy |
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|
2022
Q2 | $4.6M | Buy |
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|
2022
Q1 | $3.75M | Buy |
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|
2021
Q4 | $3.07M | Buy |
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|
2021
Q3 | $1.4M | Buy |
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|
2021
Q2 | $1.21M | Buy |
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