iShares Russell 2000 Index shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 57k | 241.96 |
| 2025-06-30 | $19M | 87k | 215.79 |
| 2025-03-31 | $14M | 68k | 199.49 |
| 2024-12-31 | $17M | 75k | 220.96 |
| 2024-09-30 | $17M | 77k | 220.89 |
| 2024-06-30 | $19M | 91k | 202.89 |
| 2024-03-31 | $16M | 78k | 210.30 |
| 2023-12-31 | $20M | 98k | 200.71 |
| 2023-09-30 | $16M | 88k | 176.74 |
| 2023-06-30 | $17M | 92k | 187.27 |
| 2023-03-31 | $14M | 78k | 178.40 |
| 2022-12-31 | $14M | 78k | 174.36 |
| 2022-09-30 | $13M | 81k | 164.74 |
| 2022-06-30 | $9.7M | 57k | 169.32 |
| 2022-03-31 | $11M | 54k | 204.95 |
| 2021-12-31 | $13M | 59k | 222.04 |
| 2021-09-30 | $13M | 58k | 218.63 |
| 2021-06-30 | $14M | 60k | 229.12 |
| 2021-03-31 | $15M | 70k | 220.94 |
| 2020-12-31 | $1.1M | 5.5k | 195.80 |
| 2020-09-30 | $15M | 98k | 149.79 |
| 2020-06-30 | $15M | 104k | 143.18 |
| 2020-03-31 | $15M | 129k | 114.46 |
| 2019-12-31 | $19M | 114k | 165.39 |
| 2019-09-30 | $19M | 123k | 151.34 |
| 2019-06-30 | $20M | 128k | 155.50 |
| 2019-03-31 | $19M | 126k | 153.09 |
| 2018-12-31 | $20M | 149k | 133.90 |
| 2018-09-30 | $23M | 138k | 168.55 |
| 2018-06-30 | $23M | 138k | 163.64 |
| 2018-03-31 | $23M | 153k | 151.48 |
| 2017-12-31 | $1.1M | 157k | 7.30 |
| 2017-09-30 | $24M | 164k | 148.17 |
| 2017-06-30 | $22M | 159k | 140.87 |
| 2017-03-31 | $22M | 159k | 137.39 |
| 2016-12-31 | $21M | 153k | 134.85 |
| 2016-09-30 | $20M | 162k | 124.21 |
| 2016-06-30 | $17M | 147k | 114.97 |
| 2016-03-31 | $14M | 122k | 110.62 |
| 2015-12-31 | $13M | 117k | 112.51 |
| 2015-09-30 | $13M | 121k | 109.20 |
| 2015-06-30 | $14M | 109k | 124.78 |
| 2015-03-31 | $19M | 150k | 124.29 |
| 2014-12-31 | $18M | 148k | 119.67 |
| 2014-09-30 | $16M | 144k | 109.60 |
| 2014-06-30 | $15M | 125k | 118.69 |
| 2014-03-31 | $10M | 89k | 116.31 |
| 2013-12-31 | $8.9M | 77k | 115.31 |
| 2013-09-30 | $8.0M | 75k | 106.61 |
| 2013-06-30 | $1.9M | 19k | 97.00 |
More positions owned by Summit Investment Advisors
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