iShares Russell 1000 Value Index shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 9.7k | 189.80 |
| 2024-06-30 | $1.7M | 9.7k | 174.47 |
| 2024-03-31 | $1.8M | 9.8k | 179.11 |
| 2023-09-30 | $1.5M | 9.8k | 151.82 |
| 2023-06-30 | $1.5M | 9.8k | 157.83 |
| 2023-03-31 | $1.5M | 9.8k | 152.26 |
| 2022-12-31 | $1.5M | 9.8k | 151.65 |
| 2022-09-30 | $1.3M | 9.8k | 135.96 |
| 2022-06-30 | $1.4M | 9.8k | 144.92 |
| 2022-03-31 | $1.6M | 9.8k | 166.00 |
| 2021-12-31 | $1.7M | 10k | 167.94 |
| 2021-09-30 | $1.6M | 10k | 156.53 |
| 2021-06-30 | $1.6M | 10k | 158.60 |
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