ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Summit Place Financial Advisors, LLC's Holding History (CIK: 0001801413)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 17,835 Value ($000) $4,390 Avg Close Range
Q3 2025
Shares 16,630 Value ($000) $4,024 Avg Close Range
Q2 2025
Shares 16,336 Value ($000) $3,525 Avg Close Range
Q1 2025
Shares 15,411 Value ($000) $3,074 Avg Close Range
Q4 2024
Shares 14,500 Value ($000) $3,204 Avg Close Range
Q3 2024
Shares 14,665 Value ($000) $3,239 Avg Close Range
Q2 2024
Shares 15,086 Value ($000) $3,061 Avg Close Range
Q1 2024
Shares 14,521 Value ($000) $3,054 Avg Close Range
Q4 2023
Shares 15,286 Value ($000) $3,068 Avg Close Range
Q3 2023
Shares 17,061 Value ($000) $3,015 Avg Close Range
Q2 2023
Shares 17,836 Value ($000) $3,340 Avg Close Range
Q1 2023
Shares 17,786 Value ($000) $3,173 Avg Close Range
Q4 2022
Shares 16,586 Value ($000) $2,892 Avg Close Range
Q3 2022
Shares 21,661 Value ($000) $3,572 Avg Close Range
Q2 2022
Shares 17,496 Value ($000) $2,963 Avg Close Range
Q1 2022
Shares 22,571 Value ($000) $4,633 Avg Close Range
Q4 2021
Shares 20,426 Value ($000) $4,544 Avg Close Range
Q3 2021
Shares 20,166 Value ($000) $4,411 Avg Close Range
Q2 2021
Shares 19,506 Value ($000) $4,474 Avg Close Range
Q1 2021
Shares 17,756 Value ($000) $3,923 Avg Close Range
Q4 2020
Shares 14,081 Value ($000) $2,761 Avg Close Range
Q3 2020
Shares 5,851 Value ($000) $876 Avg Close Range