iShares Russell 2000 Growth Index shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares Russell 2000 Growth Index
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Quarterly reported holdings in iShares Russell 2000 Growth Index by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $510k | 1.8k | 284.00 |
| 2024-06-30 | $472k | 1.8k | 262.53 |
| 2024-03-31 | $486k | 1.8k | 270.80 |
| 2023-12-31 | $453k | 1.8k | 252.22 |
| 2023-09-30 | $403k | 1.8k | 224.15 |
| 2023-06-30 | $436k | 1.8k | 242.66 |
| 2023-03-31 | $407k | 1.8k | 226.82 |
| 2022-12-31 | $385k | 1.8k | 214.52 |
| 2022-09-30 | $373k | 1.8k | 206.59 |
| 2022-06-30 | $371k | 1.8k | 206.31 |
| 2022-03-31 | $459k | 1.8k | 255.75 |
| 2021-12-31 | $526k | 1.8k | 293.05 |
| 2021-09-30 | $564k | 1.9k | 293.59 |
| 2021-06-30 | $599k | 1.9k | 311.69 |
| 2021-03-31 | $578k | 1.9k | 300.74 |
| 2020-12-31 | $552k | 1.9k | 286.70 |
| 2020-09-30 | $427k | 1.9k | 221.52 |
| 2020-06-30 | $398k | 1.9k | 206.87 |
| 2020-03-31 | $305k | 1.9k | 158.17 |
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