Summit Global Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $259K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $205K | Sell |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.44M | Buy |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $790K | Sell |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $564K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $710K | Buy |
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