iShares Russell 1000 Index shares owned by Summit Place Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Summit Place Financial Advisors
from 13F filings
Historical chart of Summit Place Financial Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Summit Place Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $466k | 1.8k | 262.26 |
| 2023-09-30 | $368k | 1.6k | 234.91 |
| 2023-06-30 | $382k | 1.6k | 243.74 |
| 2023-03-31 | $353k | 1.6k | 225.23 |
| 2022-12-31 | $330k | 1.6k | 210.52 |
| 2022-09-30 | $309k | 1.6k | 197.07 |
| 2022-06-30 | $326k | 1.6k | 207.91 |
| 2022-03-31 | $396k | 1.6k | 250.16 |
| 2021-12-31 | $419k | 1.6k | 264.69 |
| 2021-09-30 | $381k | 1.6k | 241.90 |
| 2021-06-30 | $381k | 1.6k | 241.90 |
| 2021-03-31 | $353k | 1.6k | 224.13 |
| 2020-12-31 | $334k | 1.6k | 212.06 |
| 2020-09-30 | $295k | 1.6k | 187.30 |
More positions owned by Summit Place Financial Advisors
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