iShares Russell 2000 Index shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Summit Wealth & Retirement Planning 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 Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 24k | 241.96 |
| 2025-06-30 | $5.1M | 24k | 215.79 |
| 2025-03-31 | $5.3M | 27k | 199.49 |
| 2024-12-31 | $5.9M | 27k | 220.96 |
| 2024-09-30 | $5.9M | 27k | 220.89 |
| 2024-06-30 | $5.7M | 28k | 202.89 |
| 2024-03-31 | $5.9M | 28k | 210.30 |
| 2023-12-31 | $5.7M | 28k | 200.71 |
| 2023-09-30 | $5.2M | 29k | 176.74 |
| 2023-06-30 | $5.4M | 29k | 187.27 |
| 2023-03-31 | $5.3M | 30k | 178.40 |
| 2022-12-31 | $4.6M | 26k | 174.38 |
| 2022-09-30 | $3.5M | 21k | 164.90 |
| 2022-06-30 | $4.6M | 27k | 169.36 |
| 2022-03-31 | $4.9M | 24k | 205.27 |
| 2021-12-31 | $4.1M | 19k | 222.44 |
| 2021-09-30 | $4.2M | 19k | 218.77 |
| 2021-06-30 | $4.0M | 17k | 229.34 |
| 2021-03-31 | $4.0M | 18k | 220.97 |
| 2020-12-31 | $3.6M | 19k | 196.07 |
| 2020-09-30 | $2.9M | 19k | 149.78 |
| 2020-06-30 | $2.9M | 20k | 143.18 |
| 2020-03-31 | $2.0M | 17k | 114.48 |
| 2019-12-31 | $438k | 2.6k | 165.53 |
| 2019-09-30 | $402k | 2.7k | 151.18 |
| 2019-06-30 | $402k | 2.6k | 155.63 |
| 2019-03-31 | $489k | 3.2k | 153.10 |
| 2018-12-31 | $427k | 3.2k | 133.81 |
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