Summit Financial, LLC's ownership history for IWM

Summit Financial, LLC currently holds 148.4K shares with a market value of $36.8M. It started holding IWM on 2024-09-30. At its peak, it held 148.4K shares on 2026-03-31. Its highest holding value was $36.8M on 2026-03-31. 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 77.7K. In the recent year, Summit Financial, LLC has increased its shares by 87.8K.