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
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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 |
|---|---|---|---|
| 2024-09-30 | $5.5M | 20k | 284.00 |
| 2024-06-30 | $5.0M | 19k | 262.54 |
| 2024-03-31 | $1.8M | 6.6k | 270.81 |
| 2023-12-31 | $1.4M | 5.7k | 252.23 |
| 2023-09-30 | $1.1M | 5.0k | 224.60 |
| 2023-06-30 | $1.1M | 4.3k | 242.68 |
| 2023-03-31 | $1.0M | 4.6k | 226.83 |
| 2022-12-31 | $978k | 4.6k | 214.51 |
| 2022-09-30 | $948k | 4.6k | 206.61 |
| 2022-06-30 | $566k | 2.7k | 206.31 |
| 2022-03-31 | $566k | 2.2k | 255.75 |
| 2021-12-31 | $619k | 2.1k | 293.05 |
| 2021-09-30 | $576k | 2.0k | 293.59 |
| 2021-06-30 | $537k | 1.7k | 311.69 |
| 2021-03-31 | $337k | 1.1k | 300.74 |
| 2020-12-31 | $321k | 1.1k | 286.70 |
| 2020-09-30 | $248k | 1.1k | 221.52 |
| 2020-06-30 | $232k | 1.1k | 206.87 |
| 2020-03-31 | $680k | 4.3k | 158.17 |
| 2019-12-31 | $922k | 4.3k | 214.22 |
| 2019-09-30 | $354k | 3.3k | 108.74 |
| 2019-06-30 | $864k | 4.3k | 200.87 |
| 2019-03-31 | $846k | 4.3k | 196.66 |
| 2018-12-31 | $723k | 4.3k | 168.00 |
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