Summit Financial, LLC Russell Micro Cap ETF Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 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 2,960 shares of IWC stock, worth $439,441. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,960
Previous 3,145 5.88%
Holding current value
$439,441
Previous $401,000 9.98%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$127.86 - $151.39 $23,654 - $28,007
-185 Reduced 5.88%
2,960 $441,000
Q2 2025

Aug 13, 2025
SELL
$97.43 - $127.66 $231,201 - $302,937
-2,373 Reduced 43.0%
3,145 $401,000
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
258
Shares Held
4.22M
Call Options Held
17.5K
Put Options Held
6.5K
View Full List

About RUSSELL MICRO CAP ETF

IWC Quotes by TradingView
  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
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