iShares S&P MidCap 400 Growth shares owned by Summit Financial
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $319k | 3.5k | 91.25 |
| 2023-12-31 | $277k | 3.5k | 79.22 |
| 2023-09-30 | $274k | 3.8k | 72.24 |
| 2023-06-30 | $284k | 3.8k | 75.00 |
| 2023-03-31 | $353k | 4.9k | 71.51 |
| 2022-12-31 | $262k | 3.8k | 68.23 |
| 2022-09-30 | $242k | 3.8k | 63.02 |
| 2022-06-30 | $270k | 4.2k | 63.68 |
| 2022-03-31 | $355k | 4.6k | 77.22 |
| 2021-12-31 | $392k | 4.6k | 85.27 |
| 2021-09-30 | $364k | 4.6k | 79.18 |
| 2021-06-30 | $372k | 4.6k | 80.92 |
| 2021-03-31 | $376k | 4.8k | 78.38 |
| 2020-12-31 | $434k | 6.0k | 72.19 |
| 2020-09-30 | $342k | 1.4k | 239.50 |
| 2020-06-30 | $353k | 1.6k | 223.84 |
| 2020-03-31 | $291k | 1.6k | 178.31 |
| 2019-12-31 | $391k | 1.6k | 237.83 |
| 2019-09-30 | $368k | 1.6k | 223.84 |
| 2019-06-30 | $613k | 2.7k | 226.12 |
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