iShares Russell 1000 Index shares owned by Summit Asset Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in iShares Russell 1000 Index by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $520k | 1.4k | 365.48 |
| 2025-06-30 | $484k | 1.4k | 339.57 |
| 2025-03-31 | $437k | 1.4k | 306.74 |
| 2024-12-31 | $459k | 1.4k | 322.16 |
| 2024-09-30 | $448k | 1.4k | 314.39 |
| 2024-06-30 | $424k | 1.4k | 297.54 |
| 2024-03-31 | $346k | 1.2k | 288.03 |
| 2023-12-31 | $315k | 1.2k | 262.26 |
| 2023-09-30 | $282k | 1.2k | 234.91 |
| 2023-06-30 | $293k | 1.2k | 243.74 |
| 2023-03-31 | $270k | 1.2k | 225.23 |
| 2022-12-31 | $253k | 1.2k | 210.52 |
| 2022-09-30 | $237k | 1.2k | 197.50 |
| 2022-06-30 | $249k | 1.2k | 207.50 |
| 2022-03-31 | $300k | 1.2k | 250.00 |
| 2021-12-31 | $317k | 1.2k | 264.17 |
| 2021-09-30 | $290k | 1.2k | 241.67 |
| 2021-06-30 | $290k | 1.2k | 241.67 |
| 2021-03-31 | $269k | 1.2k | 224.17 |
| 2020-12-31 | $254k | 1.2k | 211.67 |
| 2020-09-30 | $225k | 1.2k | 187.50 |
| 2020-06-30 | $206k | 1.2k | 171.67 |
| 2019-12-31 | $214k | 1.2k | 178.33 |
| 2019-03-31 | $208k | 1.3k | 157.46 |
| 2018-09-30 | $214k | 1.3k | 162.00 |
| 2018-06-30 | $201k | 1.3k | 152.16 |