Summit Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Buy
1,702
+1
+0.1% +$139 0.2% 52
2025
Q1
$209K Buy
1,701
+202
+13% +$24.9K 0.19% 53
2024
Q4
$207K Buy
+1,499
New +$207K 0.18% 54