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iShares Russell 1000 Value Index shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors 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 Summit Investment Advisors 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 Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.8M 20k 192.76

More positions owned by Summit Investment Advisors

Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Ibonds 2026 Term (IBHF)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)

View all positions for Summit Investment Advisors

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index