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

Summit Investment Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.48M Buy
16,067
+134
+0.8% +$12.4K 1.22% 23
2025
Q1 		$1.35M Buy
15,933
+506
+3% +$43K 1.2% 23
2024
Q4 		$1.42M Buy
+15,427
New +$1.42M 1.27% 20