iShares Russell 1000 Value Index shares owned by Summit X
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Summit X
from 13F filings
Historical chart of Summit X investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Summit X
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 6.1k | 179.25 |
| 2023-12-31 | $1.1M | 6.7k | 164.54 |
| 2023-09-30 | $1.2M | 8.1k | 151.90 |
| 2023-06-30 | $1.5M | 9.8k | 157.92 |
| 2023-03-31 | $1.6M | 10k | 152.24 |
| 2022-12-31 | $16M | 107k | 144.99 |
| 2022-09-30 | $6.4M | 47k | 136.21 |
| 2022-06-30 | $16M | 107k | 144.93 |
| 2022-03-31 | $18M | 105k | 165.70 |
| 2021-12-31 | $18M | 106k | 167.86 |
| 2021-09-30 | $16M | 104k | 156.51 |
| 2021-06-30 | $15M | 95k | 158.78 |
| 2021-03-31 | $14M | 93k | 151.63 |
| 2020-12-31 | $12M | 86k | 136.71 |
| 2020-09-30 | $826 | 3.4k | 0.25 |
| 2020-06-30 | $304k | 2.7k | 112.55 |
| 2020-03-31 | $267k | 2.7k | 98.85 |
| 2019-12-31 | $370k | 2.7k | 136.99 |
| 2019-09-30 | $346k | 2.7k | 128.10 |
| 2019-06-30 | $305k | 2.4k | 126.82 |
| 2019-03-31 | $296k | 2.4k | 123.08 |
| 2018-12-31 | $267k | 2.4k | 111.02 |
| 2018-09-30 | $304k | 2.4k | 126.40 |
| 2018-06-30 | $200k | 1.6k | 121.58 |
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