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iShares Russell 3000 Value Index shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Value Index by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $256k 2.5k 102.54
2025-06-30 $236k 2.5k 94.63

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding iShares Russell 3000 Value Index

LPL Financial
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Signature
Ronald Blue Trust
Kestra Investment Management
Aspiriant
Merit Financial Group
Jpmorgan Chase & Co
Raymond James Financial
UBS Group
Royal Bank of Canada
Auto-Owners Insurance
Venturi Wealth Management
Pnc Financial Services

View all funds holding iShares Russell 3000 Value Index