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

Summit Investment Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.77M Buy
19,549
+279
+1% +$51.7K 3.11% 12
2025
Q1 		$3.52M Buy
19,270
+784
+4% +$149K 3.14% 12
2024
Q4 		$3.6M Buy
+18,486
New +$3.55M 3.2% 14

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Summit Investment Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 1.4% in Q2 2025, buying an estimated $51.7K and bringing the position to 19,549 shares worth $3.77M. The position accounts for 3.11% of the portfolio, ranked #12.

Summit Investment Advisors first reported a position in IWD in Q4 2024 and has held it in 3 quarters since. 1,737 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

  • Summit Investment Advisors held 19,549 shares of iShares Russell 1000 Value ETF worth $3.77M as of Q2 2025.
  • Summit Investment Advisors bought 279 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $51.7K.
  • iShares Russell 1000 Value ETF made up 3.11% of Summit Investment Advisors's portfolio in Q2 2025, its #12 holding.
  • Summit Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,737 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

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