Summa Corp’s iShares Russell 1000 Value ETF IWD Stock Holding History

Summa Corp’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.86M	Hold	13,379	–	–	1.18%	14
2025 Q4	$2.81M	Hold	13,379	–	–	1.21%	10
2025 Q3	$2.72M	Hold	13,379	–	–	1.2%	11
2025 Q2	$2.6M	Buy	+13,379	New	+$2.48M	1.35%	10

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summa Corp's IWD Position: Q1 2026 in Review

Summa Corp held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 13,379 shares worth $2.86M. The position accounts for 1.18% of the portfolio, ranked #14.

Summa Corp first reported a position in IWD in Q2 2025 and has held it in 4 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Summa Corp held 13,379 shares of iShares Russell 1000 Value ETF worth $2.86M as of Q1 2026.
Summa Corp left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 1.18% of Summa Corp's portfolio in Q1 2026, its #14 holding.
Summa Corp first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 4 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.