Ishares Tr rus200 grw idx shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Ishares Tr rus200 grw idx
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Quarterly reported holdings in Ishares Tr rus200 grw idx by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.3M | 17k | 195.10 |
| 2023-12-31 | $1.2M | 7.0k | 175.22 |
| 2023-09-30 | $1.1M | 7.0k | 154.13 |
| 2023-06-30 | $1.2M | 7.3k | 158.56 |
| 2023-03-31 | $873k | 6.3k | 138.93 |
| 2022-12-31 | $632k | 5.2k | 120.53 |
| 2022-09-30 | $710k | 5.9k | 119.45 |
| 2022-06-30 | $791k | 6.3k | 125.18 |
| 2022-03-31 | $1.4M | 8.7k | 158.91 |
| 2021-12-31 | $1.5M | 8.4k | 173.39 |
| 2021-09-30 | $1.2M | 8.0k | 152.68 |
| 2021-06-30 | $1.2M | 8.0k | 150.55 |
| 2021-03-31 | $1.3M | 9.6k | 134.50 |
| 2020-12-31 | $1.1M | 8.5k | 133.04 |
| 2020-09-30 | $1.4M | 11k | 124.90 |
| 2020-06-30 | $1.2M | 11k | 106.58 |
| 2020-03-31 | $754k | 9.0k | 84.25 |