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iShares Russell 2000 Growth Index shares owned by Summit Financial

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

Historical chart of Summit Financial investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth Index held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Growth Index by Summit Financial

Quarter filed Position value Share count Share price at filing
2023-03-31 $222k 980 226.82
2022-12-31 $269k 1.3k 214.34
2022-09-30 $259k 1.3k 206.37
2022-06-30 $268k 1.3k 206.15
2022-03-31 $332k 1.3k 255.38
2021-12-31 $381k 1.3k 293.08
2021-09-30 $382k 1.3k 293.85
2021-06-30 $405k 1.3k 311.54
2021-03-31 $391k 1.3k 300.77
2020-12-31 $373k 1.3k 286.92
2020-09-30 $288k 1.3k 221.54
2020-06-30 $269k 1.3k 206.92
2020-03-31 $206k 1.3k 158.46
2019-12-31 $278k 1.3k 213.85
2019-09-30 $251k 1.3k 193.08
2019-06-30 $261k 1.3k 200.77