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 |
|---|---|---|---|
| 2025-09-30 | $13M | 62k | 203.59 |
| 2025-06-30 | $12M | 59k | 194.23 |
| 2025-03-31 | $11M | 60k | 188.16 |
| 2024-12-31 | $10M | 55k | 185.13 |
| 2024-09-30 | $9.1M | 48k | 189.80 |
| 2024-06-30 | $8.3M | 48k | 174.47 |
| 2024-03-31 | $5.8M | 32k | 179.11 |
| 2023-12-31 | $5.0M | 30k | 165.25 |
| 2023-09-30 | $4.7M | 31k | 152.80 |
| 2023-06-30 | $4.8M | 31k | 157.83 |
| 2023-03-31 | $4.6M | 31k | 152.26 |
| 2022-12-31 | $4.7M | 31k | 151.65 |
| 2022-09-30 | $4.3M | 32k | 135.99 |
| 2022-06-30 | $4.6M | 32k | 144.97 |
| 2022-03-31 | $3.8M | 23k | 165.98 |
| 2021-12-31 | $3.1M | 18k | 167.93 |
| 2021-09-30 | $1.4M | 9.0k | 156.51 |
| 2021-06-30 | $1.2M | 7.6k | 158.62 |
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