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iShares Russell 1000 Index shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Summit Wealth Partners 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 Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.9M 31k 314.39
2024-06-30 $9.7M 33k 297.54
2024-03-31 $11M 37k 288.03
2023-12-31 $9.0M 34k 262.26
2023-09-30 $7.9M 34k 234.91
2023-06-30 $8.3M 34k 243.74
2023-03-31 $7.9M 35k 225.23
2022-12-31 $7.4M 35k 210.52
2022-09-30 $6.9M 35k 197.33
2022-06-30 $7.8M 38k 207.76
2022-03-31 $11M 42k 250.07
2021-12-31 $11M 43k 264.43
2021-09-30 $10M 43k 241.71
2021-06-30 $11M 44k 242.08
2021-03-31 $9.4M 42k 223.83
2020-12-31 $8.5M 40k 211.84
2020-09-30 $5.5M 29k 187.15
2020-06-30 $4.6M 27k 171.68
2020-03-31 $3.6M 25k 141.53
2019-12-31 $4.4M 25k 178.42