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
-2,578
Closed -$237K 124
2025
Q2
$237K Hold
2,578
0.04% 225
2025
Q1
$219K Buy
2,578
+30
+1% +$2.68K 0.05% 208
2024
Q4
$225K Hold
2,548
0.05% 201
2024
Q3
$207K Hold
2,548
0.05% 203
2024
Q2
$207K Hold
2,548
0.05% 227
2024
Q1
$214K Sell
2,548
-18
-0.7% -$1.43K 0.05% 193
2023
Q4
$202K Buy
+2,566
New +$182K 0.06% 181
2022
Q1
Sell
-2,418
Closed -$201K 263
2021
Q4
$201K Buy
+2,418
New +$198K 0.05% 246
2021
Q1
Sell
-2,918
Closed -$200K 273
2020
Q4
$200K Buy
2,918
+61
+2% +$3.89K 0.06% 233
2020
Q3
$344 Buy
+2,857
New +$163K 0.01% 346
2020
Q1
Sell
-15,713
Closed -$941K 230
2019
Q4
$941K Buy
15,713
+66
+0.4% +$3.79K 0.35% 74
2019
Q3
$873K Sell
15,647
-33
-0.2% -$1.84K 0.35% 78
2019
Q2
$866K Buy
15,680
+523
+3% +$28.7K 0.35% 73
2019
Q1
$820K Buy
+15,157
New +$785K 0.35% 76

Other funds holding IWR