iShares Russell 2000 Growth Index shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in iShares Russell 2000 Growth Index
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Quarterly reported holdings in iShares Russell 2000 Growth Index by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $280k | 1.1k | 252.22 |
| 2023-09-30 | $249k | 1.1k | 224.60 |
| 2023-06-30 | $272k | 1.1k | 242.66 |
| 2023-03-31 | $375k | 1.7k | 226.82 |
| 2022-12-31 | $434k | 2.0k | 214.52 |
| 2022-09-30 | $821k | 4.0k | 206.49 |
| 2022-06-30 | $831k | 4.0k | 206.41 |
| 2022-03-31 | $1.1M | 4.2k | 255.83 |
| 2021-12-31 | $1.2M | 4.2k | 293.10 |
| 2021-09-30 | $1.2M | 4.2k | 293.58 |
| 2021-06-30 | $692k | 2.2k | 311.57 |
| 2021-03-31 | $729k | 2.4k | 300.74 |
| 2020-12-31 | $632k | 2.2k | 286.62 |
| 2020-09-30 | $593k | 2.4k | 247.19 |
| 2020-06-30 | $620k | 3.0k | 207.01 |
| 2020-03-31 | $708k | 4.5k | 158.25 |
| 2018-03-31 | $7.0k | 6.8k | 1.04 |
| 2017-12-31 | $307k | 1.6k | 190.56 |
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