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 |
|---|---|---|---|
| 2025-09-30 | $17M | 71k | 241.96 |
| 2025-06-30 | $14M | 63k | 215.79 |
| 2025-03-31 | $12M | 61k | 199.49 |
| 2024-12-31 | $20M | 88k | 220.96 |
| 2024-09-30 | $19M | 84k | 220.89 |
| 2024-06-30 | $15M | 72k | 202.89 |
| 2024-03-31 | $2.6M | 12k | 210.29 |
| 2023-12-31 | $3.0M | 15k | 200.72 |
| 2023-09-30 | $1.3M | 7.6k | 177.57 |
| 2023-06-30 | $1.5M | 7.8k | 187.27 |
| 2023-03-31 | $1.4M | 7.6k | 178.40 |
| 2022-12-31 | $1.3M | 7.7k | 174.36 |
| 2022-09-30 | $1.1M | 6.9k | 164.91 |
| 2022-06-30 | $1.2M | 6.8k | 169.36 |
| 2022-03-31 | $1.4M | 6.8k | 205.27 |
| 2021-12-31 | $1.8M | 8.0k | 222.44 |
| 2021-09-30 | $1.7M | 7.7k | 218.76 |
| 2021-06-30 | $1.7M | 7.4k | 229.37 |
| 2021-03-31 | $1.2M | 5.3k | 220.94 |
| 2020-12-31 | $1.0M | 5.3k | 196.05 |
| 2020-09-30 | $701k | 4.7k | 149.79 |
| 2020-06-30 | $670k | 4.7k | 143.18 |
| 2020-03-31 | $548k | 4.8k | 114.46 |
| 2019-12-31 | $748k | 4.5k | 165.67 |
| 2019-06-30 | $700k | 4.5k | 155.50 |
| 2019-03-31 | $694k | 4.5k | 153.09 |
| 2018-12-31 | $603k | 4.5k | 133.90 |