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iShares Russell 1000 Value Index shares owned by Summa Corp.

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Summa Corp. from 13F filings

Historical chart of Summa Corp. investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Summa Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Summa Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 13k 203.59
2025-06-30 $2.6M 13k 194.23