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iShares Russell 1000 Index shares owned by Summit Equities

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Summit Equities from 13F filings

Historical chart of Summit Equities investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Summit Equities

Quarter filed Position value Share count Share price at filing
2018-09-30 $1.7M 10k 161.71
2018-06-30 $1.5M 9.9k 151.98
2018-03-31 $1.4M 9.5k 146.86
2017-12-31 $1.4M 9.7k 148.61
2017-09-30 $1.5M 11k 139.88

More positions owned by Summit Equities

Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
Vanguard Mid-Cap Value ETF (VOE)
Vanguard Value ETF (VTV)
Spdr Index Shs Fds s^p global nat res (GNR)
Vanguard Small-Cap Value ETF (VBR)
United Sts Commodity Index F (USCI)
Vanguard Energy ETF (VDE)
Ishares Tr core tl usd bd (IUSB)
Vanguard Europe Pacific ETF (VEA)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares Russell 1000 Index (IWB)
iShares Russell 3000 Value Index (IUSV)
Vanguard Intermediate-Term Bond ETF (BIV)
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)

View all positions for Summit Equities

Top funds holding iShares Russell 1000 Index

Jones Financial Companies, L.L
Envestnet Asset Management
Bank of America Corporation
M^T Bank Corporation
Morgan Stanley
Northern Trust
Pnc Financial Services
Goldman Sachs Group
LPL Financial
BlackRock
BlackRock
Millburn Ridgefield
Catalyst Capital Advisors
Wells Fargo & Company
Johnson Investment Counsel

View all funds holding iShares Russell 1000 Index