Summit Place Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.02M | Buy |
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|
2025
Q2 | $3.53M | Buy |
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|
2025
Q1 | $3.07M | Buy |
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|
2024
Q4 | $3.2M | Sell |
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|
2024
Q3 | $3.24M | Sell |
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|
2024
Q2 | $3.06M | Buy |
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|
2024
Q1 | $3.05M | Sell |
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|
2023
Q4 | $3.07M | Sell |
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|
2023
Q3 | $3.02M | Sell |
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|
2023
Q2 | $3.34M | Buy |
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|
2023
Q1 | $3.17M | Buy |
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|
2022
Q4 | $2.89M | Sell |
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|
2022
Q3 | $3.57M | Buy |
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|
2022
Q2 | $2.96M | Sell |
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|
2022
Q1 | $4.63M | Buy |
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|
2021
Q4 | $4.54M | Buy |
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|
2021
Q3 | $4.41M | Buy |
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|
2021
Q2 | $4.47M | Buy |
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|
2021
Q1 | $3.92M | Buy |
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|
2020
Q4 | $2.76M | Buy |
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|
2020
Q3 | $876K | Buy |
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