SWP
Summit Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Hold |
1,762
| – | – | 0.1% | 131 |
|
|
2025
Q1 | $450K | Hold |
1,762
| – | – | 0.09% | 133 |
|
|
2024
Q4 | $507K | Sell |
1,762
-34
| -2% | -$9.79K | 0.1% | 121 |
|
|
2024
Q3 | $510K | Hold |
1,796
| – | – | 0.1% | 136 |
|
|
2024
Q2 | $472K | Hold |
1,796
| – | – | 0.1% | 139 |
|
|
2024
Q1 | $486K | Hold |
1,796
| – | – | 0.1% | 134 |
|
|
2023
Q4 | $453K | Hold |
1,796
| – | – | 0.11% | 126 |
|
|
2023
Q3 | $403K | Hold |
1,796
| – | – | 0.1% | 121 |
|
|
2023
Q2 | $436K | Hold |
1,796
| – | – | 0.11% | 118 |
|
|
2023
Q1 | $407K | Hold |
1,796
| – | – | 0.1% | 121 |
|
|
2022
Q4 | $385K | Sell |
1,796
-7
| -0.4% | -$1.5K | 0.1% | 124 |
|
|
2022
Q3 | $372K | Buy |
1,803
+7
| +0.4% | +$1.45K | 0.11% | 112 |
|
|
2022
Q2 | $371K | Hold |
1,796
| – | – | 0.1% | 110 |
|
|
2022
Q1 | $459K | Hold |
1,796
| – | – | 0.1% | 103 |
|
|
2021
Q4 | $526K | Sell |
1,796
-126
| -7% | -$36.9K | 0.11% | 92 |
|
|
2021
Q3 | $564K | Hold |
1,922
| – | – | 0.13% | 83 |
|
|
2021
Q2 | $599K | Hold |
1,922
| – | – | 0.14% | 84 |
|
|
2021
Q1 | $578K | Sell |
1,922
-4
| -0.2% | -$1.2K | 0.15% | 83 |
|
|
2020
Q4 | $552K | Hold |
1,926
| – | – | 0.15% | 82 |
|
|
2020
Q3 | $427K | Hold |
1,926
| – | – | 0.13% | 97 |
|
|
2020
Q2 | $398K | Hold |
1,926
| – | – | 0.13% | 98 |
|
|
2020
Q1 | $305K | Buy |
+1,926
| New | +$305K | 0.12% | 84 |
|