Summit Financial’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 | $13.7M | Buy |
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|
2025
Q1 | $12.1M | Sell |
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|
2024
Q4 | $19.5M | Buy |
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|
2024
Q3 | $18.5M | Buy |
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|
2024
Q2 | $14.7M | Buy |
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|
2024
Q1 | $2.59M | Sell |
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|
2023
Q4 | $3.01M | Buy |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.46M | Buy |
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|
2023
Q1 | $1.36M | Sell |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $1.78M | Buy |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $701K | Hold |
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|
2020
Q2 | $670K | Sell |
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|
2020
Q1 | $547K | Buy |
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|
2019
Q4 | $748K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $700K | Sell |
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|
2019
Q1 | $694K | Buy |
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|
2018
Q4 | $603K | Buy |
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