Summit Financial, LLC Russell Micro Cap ETF Transaction History

Summit Financial, LLC

$3.54 Billion
Q1 2025

A detailed history of Summit Financial, LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Summit Financial, LLC holds 5,518 shares of IWC stock, worth $727,106. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,518

Holding current value

$727,106

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$110.91 - $133.46 $612,001 - $736,432	5,518 New	5,518 $612,000

Others Institutions Holding IWC

# of Institutions

235

Shares Held

3.95M

Call Options Held

9.2K

Put Options Held

3.6K

1832 Asset Management L.P. Toronto, A6

546K
Shares

$71.9 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

230K
Shares

$30.3 Million
0.0% of portfolio
Ci Private Wealth, LLC Miami, FL

224K
Shares

$29.5 Million
0.04% of portfolio
Morgan Stanley New York, NY

181K
Shares

$23.9 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

146K
Shares

$19.3 Million
0.43% of portfolio

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About RUSSELL MICRO CAP ETF

Ticker IWC
Sector ETFs
Industry ETFs

More about IWC

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Summit Financial, LLC Russell Micro Cap ETF Transaction History