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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Summit Asset Management consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Internl Divid (SCHY)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)

View all positions for Summit Asset Management

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index