SUMMIT INVESTMENT ADVISORS, INC. IWB Holdings History
SUMMIT INVESTMENT ADVISORS, INC.'s iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 17,981.00 shares of iShares Russell 1000 ETF(IWB), totaling $5.52 Mil. This investment constitutes 4.91% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 0.01% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2024Q4. And since then SUMMIT INVESTMENT ADVISORS, INC. has made 1 purchases of IWB, at an average price of $324.11, for a total of 17,981.00 shares. Based on historical transaction data and IWB's current price of $348.52, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his IWB holdings is $438,977.66, reflecting a 7.53% gain to date.
SUMMIT INVESTMENT ADVISORS, INC. IWB ($348.52) Holding Chart
SUMMIT INVESTMENT ADVISORS, INC. IWB ($348.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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