iShares Russell Microcap Index shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares Russell Microcap Index
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Quarterly reported holdings in iShares Russell Microcap Index by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $248k | 2.1k | 121.19 |
| 2023-12-31 | $319k | 2.8k | 116.03 |
| 2023-09-30 | $275k | 2.8k | 100.10 |
| 2023-06-30 | $301k | 2.8k | 109.30 |
| 2023-03-31 | $287k | 2.8k | 104.51 |
| 2022-12-31 | $297k | 2.8k | 108.00 |
| 2022-09-30 | $284k | 2.8k | 103.27 |
| 2022-06-30 | $286k | 2.8k | 104.00 |
| 2021-12-31 | $384k | 2.8k | 139.64 |
| 2021-09-30 | $397k | 2.8k | 144.36 |
| 2021-06-30 | $420k | 2.8k | 152.73 |
| 2021-03-31 | $404k | 2.8k | 146.91 |
| 2020-12-31 | $326k | 2.8k | 118.55 |
| 2020-09-30 | $249k | 2.8k | 90.55 |
| 2020-06-30 | $277k | 3.2k | 87.24 |
| 2020-03-31 | $213k | 3.2k | 67.09 |
| 2019-12-31 | $316k | 3.2k | 99.53 |
| 2019-09-30 | $317k | 3.6k | 88.06 |
| 2019-06-30 | $363k | 3.9k | 93.08 |
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