Summit Investment Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Summit Investment Advisors, Inc.

$121 Billion
Q2 2025

A detailed history of Summit Investment Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Summit Investment Advisors, Inc. holds 19,549 shares of IWD stock, worth $3.82 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares

19,549

Previous 19,270 1.45%

Holding current value

$3.82 Million

Previous $3.52 Billion 6.9%

% of portfolio

3.11%

Previous 3.14%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$166.82 - $194.23 $46,542 - $54,190	279 Added 1.45%	19,549 $3.77 Billion
Q1 2025 May 13, 2025	BUY	$182.82 - $196.21 $143,330 - $153,828	784 Added 4.24%	19,270 $3.52 Billion
Q4 2024 Feb 14, 2025	BUY	$183.23 - $199.79 $3.39 Million - $3.69 Million	18,486 New	18,486 $3.6 Billion

Others Institutions Holding IWD

# of Institutions

1,931

Shares Held

275M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Summit Investment Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History