SWP
Summit Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.97M | Sell |
27,684
-2,210
| -7% | -$477K | 1.14% | 23 |
|
|
2025
Q1 | $5.96M | Sell |
29,894
-1,667
| -5% | -$333K | 1.21% | 23 |
|
|
2024
Q4 | $6.97M | Sell |
31,561
-1,581
| -5% | -$349K | 1.43% | 23 |
|
|
2024
Q3 | $7.32M | Sell |
33,142
-821
| -2% | -$181K | 1.41% | 20 |
|
|
2024
Q2 | $6.89M | Sell |
33,963
-1,589
| -4% | -$322K | 1.43% | 19 |
|
|
2024
Q1 | $7.48M | Sell |
35,552
-422
| -1% | -$88.7K | 1.59% | 18 |
|
|
2023
Q4 | $7.22M | Sell |
35,974
-1,777
| -5% | -$357K | 1.68% | 18 |
|
|
2023
Q3 | $6.67M | Sell |
37,751
-651
| -2% | -$115K | 1.7% | 18 |
|
|
2023
Q2 | $7.19M | Buy |
38,402
+94
| +0.2% | +$17.6K | 1.8% | 17 |
|
|
2023
Q1 | $6.83M | Sell |
38,308
-1,038
| -3% | -$185K | 1.76% | 17 |
|
|
2022
Q4 | $6.86M | Sell |
39,346
-2,681
| -6% | -$467K | 1.82% | 17 |
|
|
2022
Q3 | $6.93M | Sell |
42,027
-622
| -1% | -$103K | 1.96% | 15 |
|
|
2022
Q2 | $7.22M | Sell |
42,649
-4,001
| -9% | -$678K | 1.93% | 17 |
|
|
2022
Q1 | $9.58M | Buy |
46,650
+614
| +1% | +$126K | 2.17% | 16 |
|
|
2021
Q4 | $10.2M | Buy |
46,036
+29
| +0.1% | +$6.45K | 2.2% | 16 |
|
|
2021
Q3 | $10.1M | Buy |
46,007
+1,938
| +4% | +$424K | 2.38% | 16 |
|
|
2021
Q2 | $10.1M | Sell |
44,069
-972
| -2% | -$223K | 2.41% | 16 |
|
|
2021
Q1 | $9.95M | Buy |
45,041
+3,299
| +8% | +$729K | 2.55% | 14 |
|
|
2020
Q4 | $8.18M | Buy |
41,742
+544
| +1% | +$107K | 2.23% | 17 |
|
|
2020
Q3 | $6.17M | Sell |
41,198
-2,651
| -6% | -$397K | 1.86% | 19 |
|
|
2020
Q2 | $6.28M | Sell |
43,849
-848
| -2% | -$121K | 2.03% | 19 |
|
|
2020
Q1 | $5.12M | Buy |
44,697
+7,449
| +20% | +$853K | 2.08% | 18 |
|
|
2019
Q4 | $6.17M | Buy |
+37,248
| New | +$6.17M | 2.13% | 19 |
|