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Summit Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Summit Investment Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.77M Buy
19,549
+279
+1% +$53.8K 3.11% 12
2025
Q1 		$3.52M Buy
19,270
+784
+4% +$143K 3.14% 12
2024
Q4 		$3.6M Buy
+18,486
New +$3.6M 3.2% 14