Summit Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.42M | Sell |
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2025
Q1 | $7.29M | Sell |
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2024
Q4 | $7.81M | Sell |
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2024
Q3 | $8.45M | Sell |
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2024
Q2 | $8.19M | Sell |
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2024
Q1 | $9.08M | Sell |
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2023
Q4 | $8.61M | Sell |
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2023
Q3 | $7.83M | Buy |
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2023
Q2 | $8.04M | Sell |
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2023
Q1 | $7.79M | Sell |
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2022
Q4 | $7.77M | Sell |
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2022
Q3 | $7.29M | Sell |
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2022
Q2 | $8M | Sell |
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2022
Q1 | $10.9M | Sell |
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2021
Q4 | $12.7M | Buy |
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2021
Q3 | $11.8M | Buy |
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2021
Q2 | $11.4M | Sell |
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2021
Q1 | $10.7M | Buy |
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2020
Q4 | $9.38M | Buy |
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2020
Q3 | $6.46M | Sell |
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2020
Q2 | $6.42M | Sell |
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2020
Q1 | $5.27M | Buy |
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2019
Q4 | $6.57M | Buy |
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