Summit Investment Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $743K | Buy |
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|
2025
Q2 | $707K | Buy |
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|
2025
Q1 | $654K | Buy |
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|
2024
Q4 | $680K | Buy |
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|
2024
Q3 | $663K | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $633K | Sell |
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|
2023
Q4 | $595K | Buy |
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|
2023
Q3 | $529K | Hold |
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|
2023
Q2 | $558K | Sell |
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|
2023
Q1 | $535K | Buy |
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|
2022
Q4 | $516K | Buy |
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