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iShares Russell 2000 Index shares owned by Summit Investment Advisory Services

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Summit Investment Advisory Services from 13F filings

Historical chart of Summit Investment Advisory Services investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Summit Investment Advisory Services 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 Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $468k 2.1k 220.93
2024-03-31 $469k 2.2k 210.26
2023-12-31 $425k 2.1k 200.69
2023-09-30 $374k 2.1k 176.78
2023-06-30 $484k 2.6k 187.30
2023-03-31 $441k 2.5k 178.38
2022-12-31 $429k 2.5k 174.34