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

Summit Securities 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
2025
Q1 		– Sell
-10
Closed -$3.22K – 945
2024
Q4 		$3.22K Buy
+10
New +$3.24K ﹤0.01% 532
2023
Q3 		– Sell
-2,363
Closed -$576K – 800
2023
Q2 		$576K Buy
+2,363
New +$544K 0.08% 129

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's IWB Position: Q1 2025 in Review

Summit Securities Group sold out of iShares Russell 1000 ETF (IWB) in Q1 2025, closing a stake of 10 shares — an estimated $3.22K sold.

Summit Securities Group first reported a position in IWB in Q2 2023 and held it in 2 quarters. The position peaked at $576K in Q2 2023. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

  • Summit Securities Group reported no remaining iShares Russell 1000 ETF position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 10 iShares Russell 1000 ETF shares in Q1 2025, an estimated $3.22K.
  • Summit Securities Group first reported a position in iShares Russell 1000 ETF in Q2 2023 and held it in 2 quarters.
  • Summit Securities Group's iShares Russell 1000 ETF position peaked at $576K in Q2 2023.
  • 1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.