iShares S&P SmallCap 600 Index shares owned by Summit Asset Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19M | 166k | 116.96 |
| 2024-06-30 | $17M | 162k | 106.66 |
| 2024-03-31 | $17M | 155k | 110.52 |
| 2023-12-31 | $16M | 149k | 108.25 |
| 2023-09-30 | $14M | 149k | 94.33 |
| 2023-06-30 | $15M | 148k | 99.65 |
| 2023-03-31 | $14M | 148k | 96.70 |
| 2022-12-31 | $14M | 148k | 94.64 |
| 2022-09-30 | $13M | 148k | 87.19 |
| 2022-06-30 | $14M | 150k | 92.41 |
| 2022-03-31 | $16M | 146k | 107.88 |
| 2021-12-31 | $16M | 142k | 114.51 |
| 2021-09-30 | $15M | 142k | 109.19 |
| 2021-06-30 | $16M | 141k | 112.98 |
| 2021-03-31 | $15M | 138k | 108.53 |
| 2020-12-31 | $13M | 139k | 91.90 |
| 2020-09-30 | $9.6M | 136k | 70.23 |
| 2020-06-30 | $9.3M | 136k | 68.29 |
| 2020-03-31 | $7.6M | 135k | 56.11 |
| 2019-12-31 | $11M | 131k | 83.85 |
| 2019-09-30 | $9.9M | 128k | 77.84 |
| 2019-06-30 | $9.7M | 124k | 78.28 |
| 2019-03-31 | $9.3M | 121k | 77.15 |
| 2018-12-31 | $8.3M | 120k | 69.32 |
| 2018-09-30 | $10M | 118k | 87.24 |
| 2018-06-30 | $9.7M | 116k | 83.46 |
| 2018-03-31 | $8.8M | 114k | 77.01 |
| 2017-12-31 | $8.3M | 108k | 76.81 |
| 2017-09-30 | $7.9M | 106k | 74.22 |
| 2017-06-30 | $7.2M | 102k | 70.11 |
| 2017-03-31 | $6.9M | 100k | 69.16 |
| 2016-12-31 | $764k | 5.6k | 137.51 |
| 2016-09-30 | $445k | 3.6k | 124.13 |
| 2016-06-30 | $403k | 3.5k | 116.31 |
| 2016-03-31 | $390k | 3.5k | 112.55 |
| 2015-12-31 | $382k | 3.5k | 110.25 |
| 2015-09-30 | $369k | 3.5k | 106.49 |
| 2015-06-30 | $408k | 3.5k | 117.75 |
| 2015-03-31 | $409k | 3.5k | 118.04 |
| 2014-12-31 | $395k | 3.5k | 114.00 |
| 2014-09-30 | $361k | 3.5k | 104.18 |
| 2014-06-30 | $388k | 3.5k | 111.98 |
| 2014-03-31 | $382k | 3.5k | 110.25 |
| 2013-12-31 | $384k | 3.5k | 109.25 |
| 2013-09-30 | $351k | 3.5k | 99.86 |
| 2013-06-30 | $317k | 3.5k | 90.18 |
| 2012-12-31 | $275k | 3.5k | 78.24 |
| 2012-09-30 | $271k | 3.5k | 77.10 |
| 2012-06-30 | $294k | 4.0k | 73.23 |
| 2012-03-31 | $310k | 4.1k | 76.28 |
| 2011-12-31 | $278k | 4.1k | 68.41 |
| 2011-09-30 | $238k | 4.1k | 58.56 |
| 2011-06-30 | $1.1M | 15k | 73.34 |
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