Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Summit Investment Advisory Services »

iShares Russell 1000 Growth Index shares owned by Summit Investment Advisory Services

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Summit Investment Advisory Services from 13F filings

Historical chart of Summit Investment Advisory Services investment in iShares Russell 1000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Growth Index held by Summit Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Russell 1000 Growth Index by Summit Investment Advisory Services

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$294k	873	337.05
2023-12-31	$265k	873	303.17
2023-09-30	$251k	944	265.99
2023-06-30	$260k	944	275.18
2023-03-31	$231k	944	244.33
2022-12-31	$216k	1.0k	214.24

More positions owned by Summit Investment Advisory Services

Capital Group Dividend Value Shs Creation Uni (CGDV)

Capital Group Growth Etf Shs Creation Uni (CGGR)

Ishares Tr Core Div Grwth (DGRO)

Capital Group Core Equity Et Shs Creation Uni (CGUS)

Spdr Ser Tr Portfoli S&p1500 (SPTM)

Spdr Ser Tr Portfolio S&p600 (SPSM)

Ishares Tr S&p 500 Grwt Etf (IVW)

Vanguard Index Fds Total Stk Mkt (VTI)

Ishares Tr S&p 500 Val Etf (IVE)

Ishares Tr Core S&p Ttl Stk (ITOT)

Ishares Tr Core S&p Mcp Etf (IJH)

Ishares Tr Msci Usa Min Vol (USMV)

Vanguard Index Fds Growth Etf (VUG)

First Tr Exchange-traded Smid Risng Etf (SDVY)

Franklin Templeton Etf Tr Income Focus Etf (INCM)

View all positions for Summit Investment Advisory Services

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation

Envestnet Asset Management

Ameriprise Financial

Northern Trust

Wells Fargo & Company

Pnc Financial Services

LPL Financial

M^T Bank Corporation

Raymond James & Associates

Baird Financial

View all funds holding iShares Russell 1000 Growth Index

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z