iShares Russell 2000 Value Index shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6M | 54k | 176.81 |
| 2025-06-30 | $5.7M | 36k | 157.76 |
| 2025-03-31 | $6.2M | 41k | 150.98 |
| 2024-12-31 | $7.2M | 44k | 164.17 |
| 2024-09-30 | $2.0M | 12k | 166.83 |
| 2024-06-30 | $1.9M | 13k | 152.29 |
| 2024-03-31 | $1.5M | 9.4k | 158.81 |
| 2023-12-31 | $1.5M | 9.9k | 155.33 |
| 2023-09-30 | $1.3M | 9.7k | 136.49 |
| 2023-06-30 | $1.3M | 9.1k | 140.80 |
| 2023-03-31 | $1.3M | 9.4k | 137.02 |
| 2022-12-31 | $1.3M | 9.4k | 138.66 |
| 2022-09-30 | $1.1M | 8.5k | 128.93 |
| 2022-06-30 | $524k | 3.8k | 136.13 |
| 2022-03-31 | $636k | 3.9k | 161.40 |
| 2021-12-31 | $725k | 4.4k | 166.04 |
| 2021-09-30 | $643k | 4.0k | 160.23 |
| 2021-06-30 | $490k | 3.0k | 165.79 |
| 2021-03-31 | $297k | 1.9k | 159.44 |
| 2020-12-31 | $245k | 1.9k | 131.74 |
| 2020-03-31 | $495k | 6.0k | 82.03 |
| 2019-12-31 | $946k | 7.4k | 128.58 |
| 2019-09-30 | $288k | 2.5k | 116.28 |
| 2019-06-30 | $728k | 6.0k | 120.50 |
| 2019-03-31 | $850k | 7.1k | 119.91 |
| 2018-12-31 | $777k | 7.2k | 107.54 |
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