iShares Russell 2000 Index shares owned by Summit Global Investments
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Summit Global Investments
from 13F filings
Historical chart of Summit Global Investments investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Summit Global Investments 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 Global Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $205k | 975 | 210.26 |
| 2023-12-31 | $260k | 1.3k | 200.77 |
| 2023-03-31 | $3.4M | 19k | 178.43 |
| 2022-12-31 | $2.2M | 13k | 174.40 |
| 2022-06-30 | $790k | 4.7k | 169.46 |
| 2022-03-31 | $1.6M | 8.0k | 205.31 |
| 2021-09-30 | $564k | 2.6k | 218.77 |
| 2021-03-31 | $710k | 3.2k | 220.91 |