iShares Russell 2000 Index shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36M | 148k | 241.96 |
| 2025-06-30 | $31M | 143k | 215.79 |
| 2024-09-30 | $16M | 74k | 220.89 |
| 2024-06-30 | $13M | 63k | 202.89 |
| 2024-03-31 | $11M | 53k | 210.30 |
| 2023-12-31 | $9.3M | 46k | 200.71 |
| 2023-09-30 | $9.5M | 54k | 177.57 |
| 2023-06-30 | $10M | 54k | 187.27 |
| 2023-03-31 | $11M | 64k | 178.40 |
| 2022-12-31 | $14M | 80k | 174.36 |
| 2022-09-30 | $7.7M | 47k | 164.91 |
| 2022-06-30 | $7.5M | 44k | 169.36 |
| 2022-03-31 | $8.9M | 43k | 205.28 |
| 2021-12-31 | $11M | 49k | 222.45 |
| 2021-09-30 | $9.5M | 43k | 218.75 |
| 2021-06-30 | $9.8M | 43k | 229.37 |
| 2021-03-31 | $9.2M | 42k | 220.94 |
| 2020-12-31 | $8.3M | 42k | 196.05 |
| 2020-09-30 | $7.1M | 42k | 169.99 |
| 2020-06-30 | $7.1M | 49k | 143.18 |
| 2020-03-31 | $8.0M | 70k | 114.45 |
| 2019-09-30 | $6.1M | 41k | 151.34 |
| 2019-06-30 | $4.4M | 28k | 155.49 |
| 2019-03-31 | $6.2M | 41k | 153.09 |
| 2018-03-31 | $2.6M | 2.6M | 1.00 |
| 2017-12-31 | $5.7M | 37k | 156.02 |