iShares Russell 1000 Index shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 13k | 314.39 |
| 2024-06-30 | $3.9M | 13k | 297.54 |
| 2024-03-31 | $3.8M | 13k | 288.03 |
| 2023-09-30 | $3.1M | 13k | 234.91 |
| 2023-06-30 | $3.3M | 14k | 243.74 |
| 2023-03-31 | $3.8M | 17k | 225.23 |
| 2022-12-31 | $3.4M | 16k | 210.52 |
| 2022-09-30 | $546k | 2.8k | 197.33 |
| 2022-06-30 | $1.7M | 8.2k | 207.74 |
More positions owned by Summit Financial Strategies
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