iShares Russell Midcap Growth Idx. shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares Russell Midcap Growth Idx.
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Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 11k | 117.29 |
| 2024-06-30 | $1.2M | 11k | 110.35 |
| 2024-03-31 | $1.1M | 9.9k | 114.14 |
| 2023-12-31 | $652k | 6.2k | 104.46 |
| 2023-09-30 | $544k | 6.0k | 91.35 |
| 2023-06-30 | $581k | 6.0k | 96.63 |
| 2023-03-31 | $547k | 6.0k | 91.04 |
| 2022-12-31 | $503k | 6.0k | 83.60 |
| 2022-09-30 | $497k | 6.3k | 78.43 |
| 2022-06-30 | $394k | 5.0k | 79.22 |
| 2022-03-31 | $803k | 8.0k | 100.49 |
| 2021-12-31 | $935k | 8.1k | 115.23 |
| 2021-09-30 | $901k | 8.0k | 112.06 |
| 2021-06-30 | $924k | 8.2k | 113.19 |
| 2021-03-31 | $838k | 8.2k | 102.06 |
| 2020-12-31 | $721k | 7.0k | 102.65 |
| 2020-09-30 | $546k | 3.2k | 172.86 |
| 2020-06-30 | $494k | 3.1k | 158.12 |
| 2020-03-31 | $379k | 3.1k | 121.58 |
| 2019-12-31 | $465k | 3.0k | 152.56 |
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