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Summit Wealth Group (Colorado)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.26M Buy
+17,111
New +$2.26M 0.57% 45