Summit Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Summit Asset Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$508K	Hold	1,424	–	–	0.07%	105
2025 Q4	$532K	Hold	1,424	–	–	0.08%	102
2025 Q3	$520K	Hold	1,424	–	–	0.08%	105
2025 Q2	$484K	Hold	1,424	–	–	0.08%	106
2025 Q1	$437K	Hold	1,424	–	–	0.08%	105
2024 Q4	$459K	Hold	1,424	–	–	0.08%	103
2024 Q3	$448K	Hold	1,424	–	–	0.08%	102
2024 Q2	$424K	Buy	1,424 +224	+19%	+$64.3K	0.09%	102
2024 Q1	$346K	Hold	1,200	–	–	0.07%	117
2023 Q4	$315K	Hold	1,200	–	–	0.08%	118
2023 Q3	$282K	Hold	1,200	–	–	0.08%	124
2023 Q2	$292K	Hold	1,200	–	–	0.08%	122
2023 Q1	$270K	Hold	1,200	–	–	0.07%	128
2022 Q4	$253K	Hold	1,200	–	–	0.07%	133
2022 Q3	$237K	Hold	1,200	–	–	0.08%	131
2022 Q2	$249K	Hold	1,200	–	–	0.08%	134
2022 Q1	$300K	Hold	1,200	–	–	0.09%	128
2021 Q4	$317K	Hold	1,200	–	–	0.09%	129
2021 Q3	$290K	Hold	1,200	–	–	0.09%	126
2021 Q2	$290K	Hold	1,200	–	–	0.09%	121
2021 Q1	$269K	Hold	1,200	–	–	0.09%	121
2020 Q4	$254K	Hold	1,200	–	–	0.09%	118
2020 Q3	$225K	Hold	1,200	–	–	0.09%	117
2020 Q2	$206K	Buy	+1,200	New	+$194K	0.09%	118
2020 Q1	–	Sell	-1,200	Closed	-$214K	–	117
2019 Q4	$214K	Buy	+1,200	New	+$205K	0.09%	112
2019 Q2	–	Sell	-1,321	Closed	-$208K	–	112
2019 Q1	$208K	Buy	+1,321	New	+$200K	0.1%	107
2018 Q4	–	Sell	-1,321	Closed	-$214K	–	111
2018 Q3	$214K	Hold	1,321	–	–	0.1%	109
2018 Q2	$201K	Buy	+1,321	New	+$199K	0.1%	109

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Summit Asset Management's IWB Position: Q1 2026 in Review

Summit Asset Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,424 shares worth $508K. The position accounts for 0.07% of the portfolio, ranked #105.

Summit Asset Management first reported a position in IWB in Q2 2018 and has held it in 28 quarters since. The position peaked at $532K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Summit Asset Management held 1,424 shares of iShares Russell 1000 ETF worth $508K as of Q1 2026.
Summit Asset Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.07% of Summit Asset Management's portfolio in Q1 2026, its #105 holding.
Summit Asset Management first reported a position in iShares Russell 1000 ETF in Q2 2018 and has held it in 28 quarters since.
Summit Asset Management's iShares Russell 1000 ETF position peaked at $532K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.