Summit Wealth Partners’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
Q2 | $5.97M | Sell |
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|
2025
Q1 | $5.96M | Sell |
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|
2024
Q4 | $6.97M | Sell |
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|
2024
Q3 | $7.32M | Sell |
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|
2024
Q2 | $6.89M | Sell |
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|
2024
Q1 | $7.48M | Sell |
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|
2023
Q4 | $7.22M | Sell |
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|
2023
Q3 | $6.67M | Sell |
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|
2023
Q2 | $7.19M | Buy |
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|
2023
Q1 | $6.83M | Sell |
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|
2022
Q4 | $6.86M | Sell |
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|
2022
Q3 | $6.93M | Sell |
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|
2022
Q2 | $7.22M | Sell |
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|
2022
Q1 | $9.58M | Buy |
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|
2021
Q4 | $10.2M | Buy |
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|
2021
Q3 | $10.1M | Buy |
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|
2021
Q2 | $10.1M | Sell |
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|
2021
Q1 | $9.95M | Buy |
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|
2020
Q4 | $8.18M | Buy |
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|
2020
Q3 | $6.17M | Sell |
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|
2020
Q2 | $6.28M | Sell |
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|
2020
Q1 | $5.12M | Buy |
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|
2019
Q4 | $6.17M | Buy |
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