Summit Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Summit Financial Group’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
2024 Q1	$770K	Hold	2,674	–	–	0.27%	97
2023 Q4	$701K	Hold	2,674	–	–	0.27%	99
2023 Q3	$628K	Hold	2,674	–	–	0.26%	100
2023 Q2	$652K	Hold	2,674	–	–	0.25%	105
2023 Q1	$602K	Sell	2,674 -98	-4%	-$21.6K	0.23%	111
2022 Q4	$584K	Hold	2,772	–	–	0.23%	111
2022 Q3	$547K	Hold	2,772	–	–	0.23%	107
2022 Q2	$576K	Hold	2,772	–	–	0.22%	114
2022 Q1	$693K	Hold	2,772	–	–	0.23%	104
2021 Q4	$733K	Hold	2,772	–	–	0.24%	106
2021 Q3	$670K	Hold	2,772	–	–	0.24%	105
2021 Q2	$671K	Hold	2,772	–	–	0.25%	103
2021 Q1	$620K	Hold	2,772	–	–	0.26%	93
2020 Q4	$587K	Hold	2,772	–	–	0.26%	92
2020 Q3	$519K	Hold	2,772	–	–	0.26%	88
2020 Q2	$476K	Hold	2,772	–	–	0.25%	91
2020 Q1	$392K	Hold	2,772	–	–	0.23%	91
2019 Q4	$495K	Hold	2,772	–	–	0.24%	93
2019 Q3	$456K	Buy	+2,772	New	+$455K	0.23%	97

Other funds holding IWB

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Summit Financial Group's IWB Position: Q1 2024 in Review

Summit Financial Group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2024 at 2,674 shares worth $770K. The position accounts for 0.27% of the portfolio, ranked #97.

Summit Financial Group first reported a position in IWB in Q3 2019 and has held it in 19 quarters since. 1,222 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

Summit Financial Group held 2,674 shares of iShares Russell 1000 ETF worth $770K as of Q1 2024.
Summit Financial Group left its iShares Russell 1000 ETF share count unchanged in Q1 2024.
iShares Russell 1000 ETF made up 0.27% of Summit Financial Group's portfolio in Q1 2024, its #97 holding.
Summit Financial Group first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 19 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.