Summit X LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.04M | Hold |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $15.6M | Buy |
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|
2022
Q3 | $6.37M | Sell |
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|
2022
Q2 | $15.6M | Buy |
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|
2022
Q1 | $17.5M | Sell |
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|
2021
Q4 | $17.7M | Buy |
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|
2021
Q3 | $16.3M | Buy |
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|
2021
Q2 | $15.1M | Buy |
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|
2021
Q1 | $14.2M | Buy |
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|
2020
Q4 | $11.8M | Buy |
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|
2020
Q3 | $827 | Buy |
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|
2020
Q2 | $304K | Hold |
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|
2020
Q1 | $267K | Hold |
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|
2019
Q4 | $370K | Hold |
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|
2019
Q3 | $346K | Buy |
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|
2019
Q2 | $305K | Hold |
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|
2019
Q1 | $296K | Hold |
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|
2018
Q4 | $267K | Hold |
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|
2018
Q3 | $304K | Buy |
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|
2018
Q2 | $200K | Buy |
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