iShares Russell 3000 Index shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $380k | 1.5k | 245.06 |
| 2023-06-30 | $394k | 1.5k | 254.48 |
| 2023-03-31 | $365k | 1.5k | 235.41 |
| 2022-12-31 | $342k | 1.5k | 220.68 |
| 2022-09-30 | $321k | 1.5k | 207.23 |
| 2022-06-30 | $337k | 1.5k | 217.56 |
| 2022-03-31 | $406k | 1.5k | 262.10 |
| 2021-12-31 | $430k | 1.5k | 277.60 |
| 2021-09-30 | $423k | 1.7k | 255.13 |
| 2021-06-30 | $424k | 1.7k | 255.73 |
| 2021-03-31 | $393k | 1.7k | 237.03 |
| 2020-12-31 | $371k | 1.7k | 223.76 |
| 2020-09-30 | $324k | 1.7k | 195.42 |
| 2020-06-30 | $299k | 1.7k | 180.34 |
More positions owned by Summit Financial Strategies
View all positions for Summit Financial Strategies