SUMMIT INVESTMENT ADVISORS, INC. IWF Holdings History
SUMMIT INVESTMENT ADVISORS, INC.'s iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, SUMMIT INVESTMENT ADVISORS, INC. held 19,864.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $7.37 Mil. This investment constitutes 6.56% of their stock portfolio, and SUMMIT INVESTMENT ADVISORS, INC. now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2024Q4. And since then SUMMIT INVESTMENT ADVISORS, INC. has made 1 purchases of IWF, at an average price of $393.82, for a total of 19,864.00 shares. Based on historical transaction data and IWF's current price of $437.85, SUMMIT INVESTMENT ADVISORS, INC.'s estimated gain on his IWF holdings is $874,651.68, reflecting a 11.18% gain to date.
SUMMIT INVESTMENT ADVISORS, INC. IWF ($437.85) Holding Chart
SUMMIT INVESTMENT ADVISORS, INC. IWF ($437.85) 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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