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
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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 |
|---|---|---|---|
| 2024-06-30 | $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 |