A detailed history of Summit Financial Group, Inc. transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Summit Financial Group, Inc. holds 2,050 shares of IWC stock, worth $255,122. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,050
Previous 2,750 25.45%
Holding current value
$255,122
Previous $319,000 22.26%
% of portfolio
0.09%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024

SELL
$109.23 - $121.19 $76,461 - $84,833
-700 Reduced 25.45%
2,050 $248,000
Q2 2022

Jul 07, 2022

BUY
$103.11 - $130.99 $283,552 - $360,222
2,750 New
2,750 $286,000
Q1 2022

Apr 08, 2022

SELL
$119.81 - $142.34 $329,477 - $391,435
-2,750 Closed
0 $0
Q3 2020

Oct 05, 2020

SELL
$83.76 - $96.86 $35,598 - $41,165
-425 Reduced 13.39%
2,750 $249,000
Q4 2019

Jan 06, 2020

SELL
$85.32 - $100.3 $36,261 - $42,627
-425 Reduced 11.81%
3,175 $316,000
Q3 2019

Oct 09, 2019

SELL
$84.33 - $93.69 $25,299 - $28,107
-300 Reduced 7.69%
3,600 $317,000
Q2 2019

Jul 03, 2019

BUY
$88.17 - $96.98 $343,863 - $378,222
3,900 New
3,900 $363,000

Others Institutions Holding IWC

About RUSSELL MICRO CAP ETF


  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
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