Summit Investment Advisory Services »

iShares S&P MidCap 400 Growth shares owned by Summit Investment Advisory Services

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Summit Investment Advisory Services from 13F filings

Historical chart of Summit Investment Advisory Services investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Summit Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Growth by Summit Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $204k 2.2k 90.95
2024-09-30 $206k 2.2k 91.94
2024-03-31 $208k 2.3k 91.25
2023-06-30 $255k 3.4k 75.01
2023-03-31 $243k 3.4k 71.52
2022-12-31 $232k 3.4k 68.29

More positions owned by Summit Investment Advisory Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core Div Grwth (DGRO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Fidelity Covington Trust Enhanced Small (FESM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Min Vol (USMV)
Franklin Templeton Etf Tr Income Focus Etf (INCM)

View all positions for Summit Investment Advisory Services

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
Main Management ETF Advisors
UBS Group
Pnc Financial Services
Goldman Sachs Group
Captrust Financial Advisors
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
Ameriprise Financial
Raymond James & Associates

View all funds holding iShares S&P MidCap 400 Growth