Summit Financial Strategies, Inc. Ishares Russell 2000 ETF Transaction History

Summit Financial Strategies, Inc.

$1.08 Billion
Q3 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 5,441 shares of IWM stock, worth $1.33 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,441

Previous 5,441 -0.0%

Holding current value

$1.33 Million

Previous $1.17 Million 12.1%

% of portfolio

0.12%

Previous 0.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$174.82 - $215.79 $1,923 - $2,373	-11 Reduced 0.2%	5,441 $1.17 Million
Q1 2025 May 12, 2025	SELL	$198.1 - $229.79 $14,659 - $17,004	-74 Reduced 1.34%	5,452 $1.09 Million
Q4 2024 Jan 22, 2025	SELL	$216.13 - $242.4 $3,458 - $3,878	-16 Reduced 0.29%	5,526 $1.22 Million
Q3 2024 Oct 16, 2024	SELL	$200.87 - $224.6 $27,117 - $30,321	-135 Reduced 2.38%	5,542 $1.22 Million
Q2 2024 Jul 19, 2024	SELL	$192.84 - $209.44 $35,868 - $38,955	-186 Reduced 3.17%	5,677 $1.15 Million
Q1 2024 May 09, 2024	SELL	$189.48 - $210.3 $568 - $630	-3 Reduced 0.05%	5,863 $1.23 Million
Q4 2023 Feb 13, 2024	SELL	$162.21 - $204.82 $24,169 - $30,518	-149 Reduced 2.48%	5,866 $1.18 Million
Q3 2023 Oct 24, 2023	BUY	$174.36 - $198.71 $100,431 - $114,456	576 Added 10.59%	6,015 $1.06 Million
Q2 2023 Jul 21, 2023	SELL	$170.4 - $187.93 $35,443 - $39,089	-208 Reduced 3.68%	5,439 $1.02 Million
Q1 2023 Apr 21, 2023	BUY	$170.25 - $198.32 $38,987 - $45,415	229 Added 4.23%	5,647 $1.01 Million
Q4 2022 Jan 20, 2023	BUY	$166.81 - $188.05 $903,776 - $1.02 Million	5,418 New	5,418 $0
Q2 2022 Jul 25, 2022	BUY	$163.9 - $207.91 $1.01 Million - $1.28 Million	6,145 New	6,145 $1.04 Million

Others Institutions Holding IWM

# of Institutions

2,937

Shares Held

304M

Call Options Held

285M

Put Options Held

617M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Account

Summit Financial Strategies, Inc. Ishares Russell 2000 ETF Transaction History