SIA
IWB icon

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

Summit Investment Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.26M Buy
18,322
+341
+2% +$116K 5.16% 7
2025
Q1 		$5.52M Buy
17,981
+533
+3% +$164K 4.91% 7
2024
Q4 		$5.86M Buy
+17,448
New +$5.86M 5.21% 7