IWM — ISHARES TR

Ownership history in Summit Wealth Partners, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Summit Wealth Partners, LLC reported a position in ISHARES TR (IWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.17% (2024 Q2)
Avg. % of fund
1.38%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 24,864 -1,466 -5.6% 1.13% $6.1M $246.16
2025 Q3 REDUCED 26,330 -1,354 -4.9% 1.15% $6.4M $241.15
2025 Q2 REDUCED 27,684 -2,210 -7.4% 1.14% $6.0M $214.46
2025 Q1 REDUCED 29,894 -1,667 -5.3% 1.21% $6.0M $197.71
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWM price (monthly, adj. close)

Other funds also holding IWM

As of 2025 Q4 — sorted by position size

TCM Advisors, LLC 3Y 77.64% Covalent Partners LLC 3Y 7Y 49.49% Tenzing Global Management, LLC 3Y 7Y 29.46% ARMISTICE CAPITAL, LLC 3Y 7Y 23.72% Nantahala Capital Management, LLC 3Y 7Y 21.97% Finepoint Capital LP 3Y 7Y 19.87% DRW Securities, LLC 3Y 7Y 18.65% EMG Holdings, L.P. 3Y 18.2% Oasis Management Co Ltd. 3Y 7Y 15.96% Corre Partners Management, LLC 3Y 14.59%
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