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Summit Wealth Group Llc / Co »

iShares Russell 2000 Growth Index shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Wealth Group Llc / Co 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 Wealth Group Llc / Co

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$2.1M	6.4k	323.01
2025-06-30	$1.8M	6.4k	285.86

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View all positions for Summit Wealth Group Llc / Co

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