iShares Russell 3000 Index shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors 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 Trail Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 14k | 378.94 |
| 2025-06-30 | $5.0M | 14k | 351.00 |
| 2024-09-30 | $4.9M | 15k | 326.73 |
| 2024-06-30 | $4.6M | 15k | 308.67 |
| 2024-03-31 | $4.5M | 15k | 300.08 |
| 2023-12-31 | $4.1M | 15k | 273.74 |
| 2023-09-30 | $3.5M | 14k | 246.07 |
| 2023-06-30 | $3.6M | 14k | 254.48 |
| 2022-03-31 | $246k | 937 | 262.54 |
| 2018-03-31 | $1.0k | 938 | 1.07 |