iShares Russell 1000 Value Index shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in iShares Russell 1000 Value Index
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in iShares Russell 1000 Value Index by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 68k | 165.25 |
| 2023-09-30 | $12M | 77k | 151.82 |
| 2023-06-30 | $12M | 76k | 157.83 |
| 2023-03-31 | $11M | 70k | 152.26 |
| 2022-12-31 | $8.3M | 55k | 151.65 |
| 2022-09-30 | $6.5M | 48k | 135.98 |
| 2022-06-30 | $7.2M | 50k | 144.96 |
| 2022-03-31 | $7.6M | 46k | 165.98 |
| 2021-12-31 | $6.9M | 41k | 167.92 |
| 2021-09-30 | $6.2M | 39k | 156.51 |
| 2021-06-30 | $6.1M | 39k | 158.61 |
| 2021-03-31 | $5.7M | 38k | 151.55 |
| 2020-12-31 | $5.0M | 37k | 136.74 |
| 2020-09-30 | $4.5M | 38k | 118.13 |
| 2020-06-30 | $4.3M | 39k | 112.62 |
| 2020-03-31 | $3.4M | 34k | 99.17 |
| 2019-12-31 | $886k | 6.5k | 136.45 |
| 2019-09-30 | $875k | 6.8k | 128.21 |
| 2019-06-30 | $932k | 7.3k | 127.18 |
| 2019-03-31 | $1.1M | 8.7k | 123.48 |
| 2018-12-31 | $965k | 8.7k | 111.05 |
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