iShares S&P SmallCap 600 Index shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors 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 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 134k | 108.25 |
| 2023-09-30 | $12M | 128k | 92.59 |
| 2023-06-30 | $12M | 123k | 99.65 |
| 2023-03-31 | $11M | 112k | 96.70 |
| 2022-12-31 | $11M | 115k | 94.64 |
| 2022-09-30 | $11M | 116k | 95.94 |
| 2022-06-30 | $11M | 117k | 97.74 |
| 2022-03-31 | $13M | 121k | 107.88 |
| 2021-12-31 | $14M | 119k | 116.69 |
| 2021-09-30 | $12M | 114k | 109.19 |
| 2021-06-30 | $13M | 112k | 112.98 |
| 2021-03-31 | $9.6M | 104k | 91.90 |
| 2020-12-31 | $7.2M | 102k | 70.23 |
| 2020-09-30 | $7.6M | 103k | 73.54 |
| 2020-06-30 | $6.7M | 100k | 67.23 |
| 2020-03-31 | $4.5M | 81k | 55.15 |
| 2019-12-31 | $6.2M | 75k | 82.51 |
| 2019-09-30 | $5.4M | 70k | 76.85 |
| 2019-06-30 | $5.2M | 67k | 78.28 |
| 2019-03-31 | $4.8M | 62k | 78.03 |
| 2018-12-31 | $4.0M | 58k | 69.32 |
| 2018-09-30 | $5.6M | 70k | 79.67 |
| 2018-06-30 | $5.5M | 71k | 77.01 |
| 2018-03-31 | $5.5M | 71k | 77.00 |
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