Summit Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $225K | Sell |
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|
2025
Q2 | $216K | Sell |
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|
2025
Q1 | $243K | Sell |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $424K | Sell |
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|
2024
Q1 | $568K | Buy |
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|
2023
Q4 | $472K | Sell |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $491K | Buy |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $449K | Buy |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $540K | Sell |
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|
2022
Q1 | $880K | Buy |
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|
2021
Q4 | $892K | Buy |
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|
2021
Q3 | $772K | Sell |
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|
2021
Q2 | $785K | Buy |
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|
2021
Q1 | $728K | Buy |
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|
2020
Q4 | $372K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Buy |
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