iShares Russell 1000 Value Index shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 11k | 179.11 |
| 2023-12-31 | $1.8M | 11k | 165.25 |
| 2023-09-30 | $1.7M | 11k | 151.82 |
| 2023-06-30 | $2.0M | 12k | 157.83 |
| 2023-03-31 | $1.8M | 12k | 152.26 |
| 2022-12-31 | $1.8M | 12k | 151.69 |
| 2022-09-30 | $2.0M | 15k | 136.00 |
| 2022-06-30 | $2.1M | 14k | 145.01 |
| 2022-03-31 | $1.9M | 12k | 166.00 |
| 2021-12-31 | $1.5M | 9.2k | 167.89 |
| 2021-09-30 | $806k | 5.2k | 156.45 |
| 2021-06-30 | $781k | 4.9k | 158.50 |
| 2021-03-31 | $371k | 2.5k | 151.43 |
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