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Summit Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Summit Investment Advisors’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
2025
Q2 		$6.26M Buy
18,322
+341
+2% +$107K 5.16% 7
2025
Q1 		$5.52M Buy
17,981
+533
+3% +$172K 4.91% 7
2024
Q4 		$5.86M Buy
+17,448
New +$5.65M 5.21% 7

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Investment Advisors's IWB Position: Q2 2025 in Review

Summit Investment Advisors increased its iShares Russell 1000 ETF (IWB) stake by 1.9% in Q2 2025, buying an estimated $107K and bringing the position to 18,322 shares worth $6.26M. The position accounts for 5.16% of the portfolio, ranked #7.

Summit Investment Advisors first reported a position in IWB in Q4 2024 and has held it in 3 quarters since. 1,391 funds tracked by Wall St. Rank hold IWB as of Q2 2025.

  • Summit Investment Advisors held 18,322 shares of iShares Russell 1000 ETF worth $6.26M as of Q2 2025.
  • Summit Investment Advisors bought 341 iShares Russell 1000 ETF shares in Q2 2025, an estimated $107K.
  • iShares Russell 1000 ETF made up 5.16% of Summit Investment Advisors's portfolio in Q2 2025, its #7 holding.
  • Summit Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,391 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.