Summit Financial Strategies reduced stake in iShares Core S&P Small-Cap, IWV, and IWR ETFs.
Summit Financial Strategies Inc. sold 1,956 shares of iShares Core S&P Small-Cap ETF (IJR), reduced stake in iShares Russell 3000 ETF (IWV), and cut stock holdings in iShares Russell Mid-Cap ETF (IWR). No changes reported for iShares Russell 2000 Value ETF (IWN). Oakworth Capital Inc. trimmed stake in iShares Russell 2000 Value ETF.
August 18, 2024
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