iShares NASDAQ Biotechnology Index shares owned by Summit Financial
Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares NASDAQ Biotechnology Index
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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 10k | 137.22 |
| 2023-12-31 | $1.3M | 9.3k | 135.85 |
| 2023-09-30 | $1.1M | 9.3k | 122.29 |
| 2023-06-30 | $1.2M | 9.3k | 126.96 |
| 2023-03-31 | $1.2M | 9.3k | 129.16 |
| 2022-12-31 | $1.2M | 9.3k | 131.26 |
| 2022-09-30 | $1.0M | 8.6k | 117.00 |
| 2022-06-30 | $1.0M | 8.6k | 117.56 |
| 2022-03-31 | $1.1M | 8.6k | 130.25 |
| 2021-12-31 | $1.3M | 8.5k | 152.56 |
| 2021-09-30 | $1.4M | 8.5k | 161.71 |
| 2021-06-30 | $1.4M | 8.5k | 163.71 |
| 2021-03-31 | $1.3M | 8.8k | 150.57 |
| 2020-12-31 | $1.3M | 8.7k | 151.48 |
| 2020-09-30 | $1.2M | 8.6k | 135.34 |
| 2020-06-30 | $1.2M | 8.6k | 136.63 |
| 2020-03-31 | $908k | 8.4k | 107.77 |
| 2019-12-31 | $1.0M | 8.4k | 120.45 |
| 2019-09-30 | $873k | 8.8k | 99.57 |
| 2019-06-30 | $1.2M | 11k | 109.10 |
| 2019-03-31 | $1.2M | 11k | 111.84 |
| 2018-12-31 | $1.0M | 11k | 96.39 |
| 2018-09-30 | $1.3M | 11k | 121.96 |
| 2018-06-30 | $1.2M | 11k | 109.84 |
| 2018-03-31 | $1.2M | 11k | 106.73 |
| 2017-12-31 | $1.2M | 11k | 106.80 |
| 2017-09-30 | $1.4M | 4.2k | 333.52 |
| 2017-06-30 | $1.3M | 4.2k | 310.11 |
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