Summit X LLC’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 | – | Sell |
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|
2025
Q2 | $237K | Hold |
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|
2025
Q1 | $219K | Buy |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $207K | Hold |
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|
2024
Q2 | $207K | Hold |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $202K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $201K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $200K | Buy |
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|
2020
Q3 | $344 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $941K | Buy |
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|
2019
Q3 | $873K | Sell |
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|
2019
Q2 | $866K | Buy |
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|
2019
Q1 | $820K | Buy |
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