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

Summit Financial’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 		$2.18M Buy
6,124
+387
+7% +$144K 0.03% 553
2025
Q4 		$2.14M Buy
5,737
+155
+3% +$57.4K 0.03% 478
2025
Q3 		$2.04M Sell
5,582
-66
-1% -$23.2K 0.03% 477
2025
Q2 		$1.92M Buy
5,648
+1,908
+51% +$599K 0.04% 298
2025
Q1 		$1.15M Sell
3,740
-1,954
-34% -$632K 0.03% 349
2024
Q4 		$1.83M Sell
5,694
-36
-0.6% -$11.7K 0.06% 225
2024
Q3 		$1.8M Buy
5,730
+145
+3% +$43.9K 0.07% 187
2024
Q2 		$1.66M Buy
5,585
+3,886
+229% +$1.12M 0.08% 174
2024
Q1 		$489K Sell
1,699
-2,518
-60% -$690K 0.03% 255
2023
Q4 		$1.11M Hold
4,217
– – 0.07% 162
2023
Q3 		$995K Hold
4,217
– – 0.07% 160
2023
Q2 		$1.03M Sell
4,217
-58
-1% -$13.4K 0.07% 151
2023
Q1 		$963K Hold
4,275
– – 0.08% 121
2022
Q4 		$900K Sell
4,275
-47
-1% -$9.95K 0.08% 123
2022
Q3 		$853K Buy
4,322
+155
+4% +$34K 0.08% 122
2022
Q2 		$866K Hold
4,167
– – 0.08% 111
2022
Q1 		$1.04M Hold
4,167
– – 0.08% 115
2021
Q4 		$1.1M Hold
4,167
– – 0.08% 102
2021
Q3 		$1.01M Sell
4,167
-67
-2% -$16.7K 0.09% 82
2021
Q2 		$1.02M Sell
4,234
-78
-2% -$18.4K 0.1% 49
2021
Q1 		$965K Hold
4,312
– – 0.13% 28
2020
Q4 		$913K Hold
4,312
– – 0.13% 28
2020
Q3 		$807K Hold
4,312
– – 0.13% 23
2020
Q2 		$740K Sell
4,312
-189
-4% -$30.6K 0.13% 21
2020
Q1 		$637K Buy
4,501
+195
+5% +$33K 0.14% 21
2019
Q4 		$768K Sell
4,306
-28,311
-87% -$4.83M 0.13% 22
2019
Q3 		$2.37M Buy
32,617
+21,568
+195% +$3.54M 0.4% 15
2019
Q2 		$1.8M Buy
11,049
+1,230
+13% +$197K 0.3% 15
2019
Q1 		$1.54M Sell
9,819
-585
-6% -$88.4K 0.27% 17
2018
Q4 		$1.44M Buy
+10,404
New +$1.56M 0.28% 16

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Summit Financial's IWB Position: Q1 2026 in Review

Summit Financial increased its iShares Russell 1000 ETF (IWB) stake by 6.7% in Q1 2026, buying an estimated $144K and bringing the position to 6,124 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #553.

Summit Financial first reported a position in IWB in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.37M in Q3 2019. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Summit Financial held 6,124 shares of iShares Russell 1000 ETF worth $2.18M as of Q1 2026.
  • Summit Financial bought 387 iShares Russell 1000 ETF shares in Q1 2026, an estimated $144K.
  • iShares Russell 1000 ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #553 holding.
  • Summit Financial first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Summit Financial's iShares Russell 1000 ETF position peaked at $2.37M in Q3 2019.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.