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
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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 |
|---|---|---|---|
| 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 |
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