iShares Russell 1000 Value Index shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 10k | 179.11 |
| 2023-12-31 | $1.7M | 10k | 165.25 |
| 2023-09-30 | $1.6M | 10k | 152.81 |
| 2023-06-30 | $1.6M | 10k | 157.83 |
| 2023-03-31 | $771k | 5.1k | 152.26 |
| 2022-12-31 | $880k | 5.8k | 151.64 |
| 2022-09-30 | $949k | 7.0k | 135.96 |
| 2022-06-30 | $3.9M | 27k | 144.97 |
| 2022-03-31 | $4.5M | 27k | 165.99 |
| 2021-12-31 | $4.5M | 27k | 167.91 |
| 2021-09-30 | $1.2M | 7.4k | 156.52 |
| 2021-06-30 | $584k | 3.7k | 158.65 |
| 2021-03-31 | $558k | 3.7k | 151.59 |
| 2020-12-31 | $503k | 3.7k | 136.76 |
| 2020-09-30 | $469k | 3.7k | 127.52 |
| 2020-06-30 | $414k | 3.7k | 112.56 |
| 2020-03-31 | $691k | 7.0k | 99.22 |
| 2019-09-30 | $749k | 5.8k | 128.25 |
| 2019-06-30 | $755k | 5.9k | 127.19 |
| 2019-03-31 | $770k | 6.2k | 123.42 |
| 2018-03-31 | $35k | 35k | 1.01 |
| 2017-12-31 | $597k | 4.7k | 126.51 |
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