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iShares S&P SmallCap 600 Index shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies 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 Financial Strategies 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 Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 192k 116.96
2024-06-30 $21M 199k 106.66
2024-03-31 $22M 201k 110.52
2023-09-30 $19M 202k 94.33
2023-06-30 $20M 202k 99.65
2023-03-31 $20M 203k 96.70
2022-12-31 $20M 207k 94.64
2022-09-30 $18M 207k 87.19
2022-06-30 $19M 204k 92.41
2022-03-31 $22M 201k 107.88
2021-12-31 $23M 203k 114.51
2021-09-30 $22M 205k 109.19
2021-06-30 $23M 203k 112.98
2021-03-31 $17M 161k 108.39
2020-12-31 $16M 175k 91.90
2020-09-30 $13M 179k 70.23
2020-06-30 $12M 182k 68.29
2020-03-31 $9.4M 168k 56.11
2019-12-31 $14M 163k 83.85
2019-09-30 $13M 165k 77.84
2019-06-30 $13M 164k 78.28
2019-03-31 $12M 160k 77.15
2018-12-31 $11M 164k 69.32
2018-09-30 $14M 160k 87.24
2018-06-30 $14M 164k 83.46
2018-03-31 $13M 170k 77.01
2017-12-31 $13M 173k 76.81
2017-09-30 $13M 180k 74.22
2017-06-30 $13M 180k 70.11
2017-03-31 $13M 181k 69.16
2016-12-31 $13M 93k 137.52
2016-09-30 $12M 97k 124.15
2016-06-30 $12M 100k 116.21
2016-03-31 $12M 102k 112.56
2015-12-31 $11M 99k 110.11
2015-09-30 $11M 99k 106.58
2015-06-30 $12M 101k 117.88
2015-03-31 $12M 102k 118.03
2014-12-31 $12M 103k 114.06

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index