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iShares Russell 1000 Index shares owned by Summit Wealth & Retirement Planning

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

Historical chart of Summit Wealth & Retirement Planning 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 & Retirement Planning 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 & Retirement Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $503k 1.6k 314.39
2024-06-30 $476k 1.6k 297.54
2024-03-31 $461k 1.6k 288.03
2019-12-31 $284k 1.6k 178.39
2019-09-30 $262k 1.6k 164.57
2019-06-30 $814k 5.0k 162.80
2019-03-31 $787k 5.0k 157.40
2018-12-31 $693k 5.0k 138.60