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Summit Wealth Group Llc / Co »

iShares Russell 1000 Growth Index shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Wealth Group Llc / Co 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 Wealth Group Llc / Co

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$7.1M	15k	473.30
2025-09-30	$516k	5.6k	91.88
2025-06-30	$6.5M	15k	424.58

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