SUMMIT FINANCIAL GROUP, INC. IWM Holdings History
SUMMIT FINANCIAL GROUP, INC.'s iShares Russell 2000 ETF Holding Summary
As of 2024-03-31, SUMMIT FINANCIAL GROUP, INC. held 20,197.00 shares of iShares Russell 2000 ETF(IWM), totaling $4.25 Mil. This investment constitutes 1.52% of their stock portfolio, and SUMMIT FINANCIAL GROUP, INC. now holds -% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2019Q2. And since then SUMMIT FINANCIAL GROUP, INC. has made 14 purchases of IWM, at an average price of $193.21, for a total of 23,609.00 shares. In addition, there have been 3 sales at an average price of $184.04 for 3,412.00 shares. Based on historical transaction data and IWM's current price of $221.70, SUMMIT FINANCIAL GROUP, INC.'s estimated gain on his IWM holdings is $544,129.40, reflecting a 11.93% gain to date.
SUMMIT FINANCIAL GROUP, INC. IWM ($221.70) Holding Chart
SUMMIT FINANCIAL GROUP, INC. IWM ($221.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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