Summit Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Sell |
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|
2025
Q1 | $6.16M | Sell |
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|
2024
Q4 | $7.16M | Buy |
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|
2024
Q3 | $1.98M | Sell |
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|
2024
Q2 | $1.9M | Buy |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $636K | Sell |
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|
2021
Q4 | $725K | Buy |
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|
2021
Q3 | $643K | Buy |
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|
2021
Q2 | $490K | Buy |
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|
2021
Q1 | $297K | Buy |
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|
2020
Q4 | $245K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $495K | Sell |
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|
2019
Q4 | $946K | Buy |
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|
2019
Q3 | $288K | Sell |
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|
2019
Q2 | $728K | Sell |
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|
2019
Q1 | $850K | Sell |
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|
2018
Q4 | $777K | Buy |
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