Summit Wealth & Retirement Planning’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
Q3 | $282K | Hold |
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|
2025
Q2 | $269K | Hold |
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|
2025
Q1 | $249K | Hold |
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|
2024
Q4 | $259K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $239K | Hold |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $226K | Sell |
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|
2020
Q3 | $316K | Sell |
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|
2020
Q2 | $3.54M | Buy |
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|
2020
Q1 | $2.48M | Buy |
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|
2019
Q4 | $699K | Sell |
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|
2019
Q3 | $660K | Buy |
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|
2019
Q2 | $641K | Sell |
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|
2019
Q1 | $753K | Buy |
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|
2018
Q4 | $649K | Buy |
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