iShares S&P 1500 Index Fund shares owned by Summit X
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Summit X
from 13F filings
Historical chart of Summit X investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Summit X
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 13k | 115.41 |
| 2023-12-31 | $1.4M | 13k | 105.21 |
| 2023-09-30 | $1.2M | 12k | 94.29 |
| 2023-06-30 | $1.1M | 11k | 97.95 |
| 2023-03-31 | $806k | 8.9k | 90.54 |
| 2022-12-31 | $611k | 7.3k | 83.88 |
| 2022-09-30 | $599k | 7.5k | 79.72 |
| 2022-06-30 | $610k | 7.3k | 83.70 |
| 2022-03-31 | $752k | 7.4k | 101.29 |
| 2021-12-31 | $817k | 7.6k | 107.01 |
| 2021-09-30 | $709k | 7.2k | 98.64 |
| 2021-06-30 | $690k | 7.4k | 92.64 |
| 2021-03-31 | $622k | 6.8k | 91.51 |
| 2020-12-31 | $582k | 6.7k | 86.25 |
| 2020-09-30 | $2.9k | 6.8k | 0.42 |
| 2020-06-30 | $448k | 6.5k | 69.41 |
| 2020-03-31 | $3.3M | 58k | 57.09 |
| 2019-12-31 | $5.1M | 70k | 72.80 |
| 2019-09-30 | $6.2M | 92k | 66.89 |
| 2019-06-30 | $6.4M | 97k | 66.46 |
| 2019-03-31 | $5.4M | 85k | 64.32 |
| 2018-09-30 | $314k | 4.7k | 67.19 |
| 2018-06-30 | $260k | 2.0k | 128.97 |
| 2018-03-31 | $200k | 3.3k | 60.42 |