iShares S&P SmallCap 600 Index shares owned by Summit Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.2M | 65k | 110.52 |
| 2023-12-31 | $7.3M | 67k | 108.25 |
| 2023-09-30 | $6.3M | 67k | 94.33 |
| 2023-06-30 | $6.7M | 67k | 99.65 |
| 2023-03-31 | $6.4M | 67k | 96.70 |
| 2022-12-31 | $6.3M | 66k | 94.64 |
| 2022-09-30 | $6.0M | 69k | 87.19 |
| 2022-06-30 | $6.3M | 68k | 92.41 |
| 2022-03-31 | $7.4M | 69k | 107.88 |
| 2021-12-31 | $8.5M | 74k | 114.51 |
| 2021-09-30 | $7.8M | 72k | 109.19 |
| 2021-06-30 | $8.2M | 72k | 112.98 |
| 2021-03-31 | $8.0M | 73k | 108.53 |
| 2020-12-31 | $6.9M | 75k | 91.91 |
| 2020-09-30 | $5.5M | 78k | 70.23 |
| 2020-06-30 | $5.4M | 79k | 68.29 |
| 2020-03-31 | $4.5M | 80k | 56.11 |
| 2019-12-31 | $6.7M | 80k | 83.85 |
| 2019-09-30 | $6.2M | 79k | 77.83 |
| 2019-06-30 | $6.1M | 77k | 78.28 |
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