Summit Financial’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Buy |
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|
2025
Q1 | $777K | Sell |
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|
2024
Q4 | $2.13M | Sell |
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|
2024
Q3 | $5.12M | Buy |
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|
2024
Q2 | $4.6M | Buy |
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|
2024
Q1 | $613K | Buy |
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|
2023
Q4 | $554K | Sell |
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|
2023
Q3 | $520K | Sell |
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|
2023
Q2 | $548K | Sell |
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|
2023
Q1 | $552K | Buy |
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|
2022
Q4 | $531K | Sell |
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|
2022
Q3 | $514K | Buy |
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|
2022
Q2 | $440K | Sell |
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|
2022
Q1 | $551K | Buy |
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|
2021
Q4 | $557K | Buy |
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|
2021
Q3 | $382K | Buy |
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|
2021
Q2 | $269K | Buy |
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