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iShares Russell Midcap Growth Idx. shares owned by Summit Financial

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in iShares Russell Midcap Growth Idx.

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Growth Idx. 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 Midcap Growth Idx. by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 84k 128.12
2025-12-31 $4.9M 36k 136.94
2025-09-30 $4.6M 33k 142.41
2025-06-30 $3.4M 25k 138.68
2025-03-31 $2.2M 19k 117.49
2024-12-31 $2.6M 21k 126.75
2024-09-30 $3.4M 29k 117.29
2024-06-30 $3.0M 27k 110.35
2024-03-31 $906k 7.9k 114.13
2023-12-31 $769k 7.4k 104.46
2023-09-30 $659k 7.2k 91.53
2023-06-30 $715k 7.4k 96.63
2023-03-31 $649k 7.1k 91.05
2022-12-31 $591k 7.1k 83.60
2022-09-30 $589k 7.5k 78.43
2022-06-30 $454k 5.7k 79.22
2022-03-31 $746k 7.4k 100.50
2021-12-31 $850k 7.4k 115.24
2021-09-30 $756k 6.7k 112.07
2021-06-30 $591k 5.2k 113.20