Summit Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.92M | Sell |
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|
2025
Q1 | $8.47M | Sell |
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|
2024
Q4 | $9.07M | Sell |
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|
2024
Q3 | $9.88M | Sell |
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|
2024
Q2 | $9.74M | Sell |
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|
2024
Q1 | $10.5M | Buy |
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|
2023
Q4 | $9.03M | Buy |
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|
2023
Q3 | $7.87M | Sell |
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|
2023
Q2 | $8.33M | Sell |
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|
2023
Q1 | $7.89M | Sell |
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|
2022
Q4 | $7.42M | Buy |
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|
2022
Q3 | $6.9M | Sell |
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|
2022
Q2 | $7.81M | Sell |
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|
2022
Q1 | $10.6M | Sell |
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|
2021
Q4 | $11.3M | Sell |
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|
2021
Q3 | $10.4M | Sell |
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|
2021
Q2 | $10.6M | Buy |
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|
2021
Q1 | $9.37M | Buy |
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|
2020
Q4 | $8.55M | Buy |
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|
2020
Q3 | $5.48M | Buy |
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|
2020
Q2 | $4.57M | Buy |
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|
2020
Q1 | $3.6M | Buy |
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|
2019
Q4 | $4.36M | Buy |
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