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iShares Russell 2000 Index shares owned by Summit Place Financial Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Summit Place Financial Advisors from 13F filings

Historical chart of Summit Place Financial Advisors 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 Place Financial Advisors 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 Place Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 15k 200.71
2023-09-30 $3.0M 17k 176.74
2023-06-30 $3.3M 18k 187.27
2023-03-31 $3.2M 18k 178.40
2022-12-31 $2.9M 17k 174.36
2022-09-30 $3.6M 22k 164.90
2022-06-30 $3.0M 18k 169.35
2022-03-31 $4.6M 23k 205.26
2021-12-31 $4.5M 20k 222.46
2021-09-30 $4.4M 20k 218.73
2021-06-30 $4.5M 20k 229.37
2021-03-31 $3.9M 18k 220.94
2020-12-31 $2.8M 14k 196.08
2020-09-30 $876k 5.9k 149.72