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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Quarterly reported holdings in iShares Russell 1000 Index by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 5.7k | 314.39 |
| 2024-06-30 | $1.7M | 5.6k | 297.54 |
| 2024-03-31 | $489k | 1.7k | 288.03 |
| 2023-12-31 | $1.1M | 4.2k | 262.26 |
| 2023-09-30 | $995k | 4.2k | 235.92 |
| 2023-06-30 | $1.0M | 4.2k | 243.74 |
| 2023-03-31 | $963k | 4.3k | 225.23 |
| 2022-12-31 | $900k | 4.3k | 210.52 |
| 2022-09-30 | $853k | 4.3k | 197.33 |
| 2022-06-30 | $866k | 4.2k | 207.76 |
| 2022-03-31 | $1.0M | 4.2k | 250.07 |
| 2021-12-31 | $1.1M | 4.2k | 264.43 |
| 2021-09-30 | $1.0M | 4.2k | 241.71 |
| 2021-06-30 | $1.0M | 4.2k | 242.08 |
| 2021-03-31 | $965k | 4.3k | 223.83 |
| 2020-12-31 | $914k | 4.3k | 211.84 |
| 2020-09-30 | $807k | 4.3k | 187.15 |
| 2020-06-30 | $740k | 4.3k | 171.68 |
| 2020-03-31 | $637k | 4.5k | 141.54 |
| 2019-12-31 | $768k | 4.3k | 178.43 |
| 2019-09-30 | $5.4M | 33k | 164.54 |
| 2019-06-30 | $1.8M | 11k | 162.79 |
| 2019-03-31 | $1.5M | 9.8k | 157.31 |
| 2018-12-31 | $1.4M | 10k | 138.69 |