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iShares Russell 1000 Growth Index shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning 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 & Retirement Planning 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 & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 11k 468.40
2025-06-30 $4.8M 11k 424.57
2025-03-31 $4.1M 11k 361.08
2024-12-31 $4.6M 12k 401.57
2024-09-30 $4.0M 11k 375.37
2024-06-30 $4.2M 11k 364.50
2024-03-31 $3.9M 12k 337.06
2023-12-31 $3.5M 12k 303.17
2023-09-30 $3.3M 12k 265.98
2023-06-30 $3.4M 12k 275.17
2023-03-31 $3.1M 13k 244.33
2022-12-31 $2.5M 12k 214.27
2022-09-30 $3.3M 16k 210.41
2022-06-30 $4.0M 19k 218.68
2022-03-31 $3.9M 14k 277.60
2021-12-31 $2.4M 8.0k 305.63
2021-09-30 $1.9M 7.1k 274.06
2021-06-30 $1.9M 7.1k 271.52
2021-03-31 $1.9M 7.7k 243.06
2020-12-31 $1.9M 7.7k 241.19
2020-09-30 $1.5M 7.1k 216.84
2020-06-30 $1.5M 7.8k 191.91
2020-03-31 $1.2M 7.8k 150.66
2019-12-31 $1.1M 6.1k 175.89
2019-09-30 $1.0M 6.3k 159.59
2019-06-30 $1.1M 6.7k 157.42
2019-03-31 $1.1M 7.3k 151.35
2018-12-31 $951k 7.3k 130.94

More positions owned by Summit Wealth & Retirement Planning

Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Summit Wealth & Retirement Planning

Top funds holding iShares Russell 1000 Growth Index

Morgan Stanley
FMR
Jpmorgan Chase & Co
Goldman Sachs Group
UBS Group
Northern Trust
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Pnc Financial Services
Baird Financial
M^T Bank Corporation
Branch Banking & Trust Company
Commonwealth Equity Services

View all funds holding iShares Russell 1000 Growth Index