iShares Russell 2000 Index shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 5.4k | 241.94 |
| 2025-06-30 | $1.2M | 5.4k | 215.78 |
| 2025-03-31 | $1.1M | 5.5k | 199.48 |
| 2024-12-31 | $1.2M | 5.5k | 220.95 |
| 2024-09-30 | $1.2M | 5.5k | 220.88 |
| 2024-06-30 | $1.2M | 5.7k | 202.88 |
| 2024-03-31 | $1.2M | 5.9k | 210.29 |
| 2023-09-30 | $1.1M | 6.0k | 176.74 |
| 2023-06-30 | $1.0M | 5.4k | 187.27 |
| 2023-03-31 | $1.0M | 5.6k | 178.40 |
| 2022-12-31 | $945k | 5.4k | 174.36 |
| 2022-06-30 | $1.0M | 6.1k | 169.41 |
More positions owned by Summit Financial Strategies
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