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iShares Russell 1000 Growth Index shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in iShares Russell 1000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Growth Index held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Growth Index by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 5.1k 375.35
2024-06-30 $2.0M 5.4k 364.48
2024-03-31 $1.8M 5.4k 337.03
2023-09-30 $1.5M 5.7k 265.97
2023-06-30 $1.7M 6.1k 275.16
2023-03-31 $1.3M 5.2k 244.31
2022-12-31 $1.1M 5.2k 214.22
2022-09-30 $1.1M 5.0k 210.45
2022-06-30 $1.2M 5.5k 218.68
2022-03-31 $1.5M 5.4k 277.63
2021-12-31 $1.7M 5.6k 305.52
2021-09-30 $1.5M 5.6k 274.00
2021-06-30 $1.5M 5.6k 271.56
2021-03-31 $1.2M 4.8k 242.95
2020-12-31 $1.1M 4.7k 241.11
2020-09-30 $1.0M 4.7k 216.98
2020-06-30 $909k 4.7k 192.02
2020-03-31 $713k 4.7k 150.61
2019-12-31 $833k 4.7k 175.96
2019-09-30 $767k 4.8k 159.59
2019-06-30 $756k 4.8k 157.30
2019-03-31 $727k 4.8k 151.27
2018-12-31 $629k 4.8k 130.88
2018-09-30 $750k 4.8k 156.05
2018-06-30 $691k 4.8k 143.78
2018-03-31 $654k 4.8k 136.08
2017-12-31 $647k 4.8k 134.62
2017-09-30 $601k 4.8k 125.05
2017-06-30 $572k 4.8k 119.02
2017-03-31 $547k 4.8k 113.82
2016-12-31 $504k 4.8k 104.87
2016-09-30 $501k 4.8k 104.24
2016-06-30 $487k 4.9k 100.39
2016-03-31 $484k 4.9k 99.77
2015-12-31 $483k 4.9k 99.57
2015-09-30 $451k 4.9k 92.97
2015-06-30 $480k 4.9k 98.95
2015-03-31 $480k 4.9k 98.95
2014-12-31 $566k 5.9k 95.62

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Northern Trust
Wells Fargo & Company
International Assets Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Branch Banking & Trust Company
Tiaa Trust, National Association
Commonwealth Equity Services

View all funds holding iShares Russell 1000 Growth Index