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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

Bank of America Corporation
M^T Bank Corporation
Pnc Financial Services
Goldman Sachs Group
Jpmorgan Chase & Co
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company
Johnson Investment Counsel
Pathstone Holdings
Bank Of Oklahoma National Association /
Daido Life Insurance
UBS Group
Captrust Financial Advisors
Mercer Global Advisors

View all funds holding iShares Russell 1000 Index