Summit Financial Strategies, Inc. Ishares Russell Mid Cap ETF Transaction History

Summit Financial Strategies, Inc.

$998 Million
Q2 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 31,427 shares of IWR stock, worth $3 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

31,427

Previous 28,384 10.72%

Holding current value

$3 Million

Previous $2.41 Million 19.72%

% of portfolio

0.29%

Previous 0.26%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$74.88 - $91.97 $227,859 - $279,864	3,043 Added 10.72%	31,427 $2.89 Million
Q4 2024 Jan 22, 2025	SELL	$87.25 - $95.52 $20,067 - $21,969	-230 Reduced 0.8%	28,384 $2.51 Million
Q3 2024 Oct 16, 2024	BUY	$79.92 - $88.19 $20,459 - $22,576	256 Added 0.9%	28,614 $2.52 Million
Q2 2024 Jul 19, 2024	SELL	$78.66 - $83.59 $21,474 - $22,820	-273 Reduced 0.95%	28,358 $2.3 Million
Q1 2024 May 09, 2024	SELL	$75.37 - $84.09 $18,088 - $20,181	-240 Reduced 0.83%	28,631 $2.41 Million
Q4 2023 Feb 13, 2024	BUY	$64.84 - $78.27 $153,476 - $185,265	2,367 Added 8.93%	28,871 $2.24 Million
Q3 2023 Oct 24, 2023	BUY	$68.54 - $75.91 $53,392 - $59,133	779 Added 3.03%	26,504 $1.84 Million
Q2 2023 Jul 21, 2023	SELL	$67.49 - $73.03 $202,672 - $219,309	-3,003 Reduced 10.45%	25,725 $1.88 Million
Q1 2023 Apr 21, 2023	SELL	$66.27 - $75.04 $20,278 - $22,962	-306 Reduced 1.05%	28,728 $2.01 Million
Q4 2022 Jan 20, 2023	BUY	$62.09 - $71.89 $1.44 Million - $1.66 Million	23,148 Added 393.27%	29,034 $0
Q3 2022 Oct 21, 2022	SELL	$62.15 - $74.82 $872,710 - $1.05 Million	-14,042 Reduced 70.46%	5,886 $366,000
Q2 2022 Jul 25, 2022	BUY	$62.75 - $78.76 $1.25 Million - $1.57 Million	19,928 New	19,928 $1.29 Million

Others Institutions Holding IWR

# of Institutions

1,563

Shares Held

371M

Call Options Held

151K

Put Options Held

30.8K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Summit Financial Strategies, Inc. Ishares Russell Mid Cap ETF Transaction History