Summit Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Buy |
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|
2025
Q1 | $2.2M | Sell |
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|
2024
Q4 | $2.63M | Sell |
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|
2024
Q3 | $3.39M | Buy |
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|
2024
Q2 | $2.99M | Buy |
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|
2024
Q1 | $906K | Buy |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | $659K | Sell |
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|
2023
Q2 | $714K | Buy |
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|
2023
Q1 | $649K | Buy |
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|
2022
Q4 | $591K | Sell |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $454K | Sell |
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|
2022
Q1 | $746K | Buy |
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|
2021
Q4 | $850K | Buy |
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|
2021
Q3 | $756K | Buy |
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|
2021
Q2 | $591K | Buy |
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