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
2025
Q1
$7.29M Sell
2024
Q4
$7.81M Sell
2024
Q3
$8.45M Sell
2024
Q2
$8.19M Sell
2024
Q1
$9.08M Sell
2023
Q4
$8.61M Sell
2023
Q3
$7.83M Buy
2023
Q2
$8.04M Sell
2023
Q1
$7.79M Sell
2022
Q4
$7.77M Sell
2022
Q3
$7.29M Sell
2022
Q2
$8M Sell
2022
Q1
$10.9M Sell
2021
Q4
$12.7M Buy
2021
Q3
$11.8M Buy
2021
Q2
$11.4M Sell
2021
Q1
$10.7M Buy
2020
Q4
$9.38M Buy
2020
Q3
$6.46M Sell
2020
Q2
$6.42M Sell
2020
Q1
$5.27M Buy
2019
Q4
$6.57M Buy