iShares Russell 1000 Index shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Summit Financial 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 Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $770k | 2.7k | 288.03 |
| 2023-12-31 | $701k | 2.7k | 262.26 |
| 2023-09-30 | $628k | 2.7k | 234.91 |
| 2023-06-30 | $652k | 2.7k | 243.74 |
| 2023-03-31 | $602k | 2.7k | 225.23 |
| 2022-12-31 | $584k | 2.8k | 210.68 |
| 2022-09-30 | $547k | 2.8k | 197.33 |
| 2022-06-30 | $576k | 2.8k | 207.79 |
| 2022-03-31 | $693k | 2.8k | 250.00 |
| 2021-12-31 | $733k | 2.8k | 264.43 |
| 2021-09-30 | $670k | 2.8k | 241.70 |
| 2021-06-30 | $671k | 2.8k | 242.06 |
| 2021-03-31 | $620k | 2.8k | 223.67 |
| 2020-12-31 | $587k | 2.8k | 211.76 |
| 2020-09-30 | $519k | 2.8k | 187.23 |
| 2020-06-30 | $476k | 2.8k | 171.72 |
| 2020-03-31 | $392k | 2.8k | 141.41 |
| 2019-12-31 | $495k | 2.8k | 178.57 |
| 2019-09-30 | $456k | 2.8k | 164.50 |