Summit Financial, LLC's ownership history for IWM

Summit Financial, LLC currently holds 70.7K shares with a market value of $17.1M. It started holding IWM on 2024-09-30. At its peak, it held 88.2K shares on 2024-12-31. Its highest holding value was $19.5M on 2024-12-31. At its lowest, it held 60.6K shares on 2025-03-31, with a value of $12.1M on 2025-03-31. In the recent 180 days, Summit Financial, LLC has increased its shares by 10.2K. In the recent year, Summit Financial, LLC has decreased its shares by 12.8K.