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Summit Wealth Group Llc / Co »

iShares Russell Midcap Value Index shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value 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 Midcap Value Index by Summit Wealth Group Llc / Co

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$2.4M	17k	141.05
2025-09-30	$249k	1.1k	223.54
2025-06-30	$2.3M	17k	132.14

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View all positions for Summit Wealth Group Llc / Co

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