iShares Russell 2000 Index shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.2M | 20k | 210.30 |
| 2023-12-31 | $3.5M | 17k | 200.71 |
| 2023-09-30 | $2.1M | 12k | 176.74 |
| 2023-06-30 | $2.4M | 13k | 187.27 |
| 2023-03-31 | $2.4M | 14k | 178.40 |
| 2022-12-31 | $2.2M | 13k | 174.34 |
| 2022-09-30 | $2.0M | 12k | 164.89 |
| 2022-06-30 | $2.0M | 12k | 169.40 |
| 2022-03-31 | $2.8M | 14k | 205.26 |
| 2021-12-31 | $2.9M | 13k | 222.44 |
| 2021-09-30 | $2.6M | 12k | 218.76 |
| 2021-06-30 | $1.8M | 7.8k | 229.43 |
| 2021-03-31 | $1.6M | 7.3k | 220.95 |
| 2020-12-31 | $861k | 4.4k | 196.08 |
| 2020-09-30 | $620k | 4.1k | 149.72 |
| 2020-06-30 | $557k | 3.9k | 143.22 |
| 2020-03-31 | $420k | 3.7k | 114.50 |
| 2019-12-31 | $608k | 3.7k | 165.76 |
| 2019-09-30 | $555k | 3.7k | 151.31 |
| 2019-06-30 | $570k | 3.7k | 155.40 |