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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
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)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Wal-Mart Stores (WMT)

View all positions for Summit Financial Strategies

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