Summit Trail Advisors, LLC's ownership history for IWM

Summit Trail Advisors, LLC currently holds 251.8K shares with a market value of $62.4M. It started holding IWM on 2024-09-30. At its peak, it held 251.8K shares on 2026-03-31. Its highest holding value was $62.4M on 2026-03-31. At its lowest, it held 73.7K shares on 2024-09-30, with a value of $16.3M on 2024-09-30. In the recent 180 days, Summit Trail Advisors, LLC has increased its shares by 104.0K. In the recent year, Summit Trail Advisors, LLC has increased its shares by 178.1K.