A detailed history of Summit Wealth Group LLC / CO transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 17,111 shares of IWS stock, worth $2.35 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
17,111
Holding current value
$2.35 Million
% of portfolio
0.57%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

BUY
$110.58 - $132.14 $1.89 Million - $2.26 Million
17,111 New
17,111 $2.26 Billion

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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