iShares Russell 2000 Index shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $6.9M | 34k | 202.89 |
| 2024-03-31 | $7.5M | 36k | 210.30 |
| 2023-12-31 | $7.2M | 36k | 200.71 |
| 2023-09-30 | $6.7M | 38k | 176.74 |
| 2023-06-30 | $7.2M | 38k | 187.27 |
| 2023-03-31 | $6.8M | 38k | 178.40 |
| 2022-12-31 | $6.9M | 39k | 174.36 |
| 2022-09-30 | $6.9M | 42k | 164.92 |
| 2022-06-30 | $7.2M | 43k | 169.36 |
| 2022-03-31 | $9.6M | 47k | 205.27 |
| 2021-12-31 | $10M | 46k | 222.45 |
| 2021-09-30 | $10M | 46k | 218.75 |
| 2021-06-30 | $10M | 44k | 229.37 |
| 2021-03-31 | $10M | 45k | 220.94 |
| 2020-12-31 | $8.2M | 42k | 196.06 |
| 2020-09-30 | $6.2M | 41k | 149.79 |
| 2020-06-30 | $6.3M | 44k | 143.18 |
| 2020-03-31 | $5.1M | 45k | 114.46 |
| 2019-12-31 | $6.2M | 37k | 165.67 |