iShares Russell 1000 Index shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 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 Index by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $461k | 1.6k | 288.03 |
| 2019-12-31 | $284k | 1.6k | 178.39 |
| 2019-09-30 | $262k | 1.6k | 164.57 |
| 2019-06-30 | $814k | 5.0k | 162.80 |
| 2019-03-31 | $787k | 5.0k | 157.40 |
| 2018-12-31 | $693k | 5.0k | 138.60 |
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