iShares Russell 1000 Index shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Summit Trail Advisors 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 Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.8M | 18k | 262.25 |
| 2023-09-30 | $4.3M | 18k | 235.92 |
| 2023-06-30 | $4.4M | 18k | 243.74 |
| 2023-03-31 | $7.1M | 32k | 225.23 |
| 2022-12-31 | $7.0M | 33k | 210.52 |
| 2022-09-30 | $9.4M | 48k | 197.32 |
| 2022-06-30 | $13M | 61k | 207.77 |
| 2022-03-31 | $8.8M | 35k | 250.06 |
| 2021-12-31 | $9.3M | 35k | 264.44 |
| 2020-03-31 | $2.9M | 20k | 141.52 |
| 2017-12-31 | $58k | 393 | 147.58 |