Ishares Tr usa min vo shares owned by Summit X
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Summit X
from 13F filings
Historical chart of Summit X investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Summit X
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 13k | 83.60 |
| 2023-12-31 | $1.0M | 13k | 78.03 |
| 2023-09-30 | $956k | 13k | 72.39 |
| 2023-06-30 | $1.0M | 14k | 74.35 |
| 2023-03-31 | $1.0M | 14k | 72.74 |
| 2022-12-31 | $1.7M | 24k | 70.22 |
| 2022-09-30 | $2.5M | 38k | 65.74 |
| 2022-06-30 | $1.7M | 24k | 69.87 |
| 2022-03-31 | $1.9M | 25k | 76.90 |
| 2021-12-31 | $2.5M | 31k | 80.57 |
| 2021-09-30 | $1.1M | 15k | 73.69 |
| 2021-06-30 | $1.2M | 17k | 73.40 |
| 2021-03-31 | $1.9M | 28k | 68.37 |
| 2020-12-31 | $3.0M | 45k | 67.93 |
| 2020-09-30 | $57k | 59k | 0.97 |
| 2020-06-30 | $3.6M | 59k | 60.66 |
| 2020-03-31 | $3.7M | 68k | 53.89 |
| 2019-12-31 | $4.4M | 66k | 65.90 |
| 2019-09-30 | $6.0M | 94k | 64.01 |
| 2019-06-30 | $3.7M | 60k | 61.79 |
| 2019-03-31 | $3.5M | 59k | 59.03 |
| 2018-12-31 | $2.0M | 39k | 51.82 |
| 2018-09-30 | $2.2M | 39k | 56.90 |
| 2018-06-30 | $2.0M | 37k | 52.27 |
| 2018-03-31 | $1.7M | 33k | 51.67 |
| 2017-12-31 | $1.5M | 29k | 52.08 |
| 2017-09-30 | $1.5M | 30k | 50.72 |
| 2017-06-30 | $1.1M | 22k | 48.29 |