iShares S&P SmallCap 600 Index shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment 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 Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 42k | 118.83 |
| 2025-06-30 | $4.7M | 43k | 109.29 |
| 2025-03-31 | $4.4M | 42k | 104.57 |
| 2024-12-31 | $4.9M | 42k | 115.22 |
| 2024-09-30 | $4.9M | 42k | 116.96 |
| 2024-06-30 | $4.1M | 38k | 106.66 |
| 2024-03-31 | $4.1M | 37k | 110.52 |
| 2023-12-31 | $3.8M | 35k | 108.25 |
| 2023-09-30 | $3.3M | 35k | 94.33 |
| 2023-06-30 | $3.3M | 34k | 99.65 |
| 2023-03-31 | $3.1M | 32k | 96.70 |
| 2022-12-31 | $3.1M | 32k | 94.64 |
| 2022-09-30 | $2.4M | 27k | 87.18 |
| 2022-06-30 | $2.5M | 28k | 92.38 |
| 2022-03-31 | $2.9M | 27k | 107.87 |
| 2021-12-31 | $3.1M | 27k | 114.49 |
| 2021-09-30 | $3.0M | 27k | 109.18 |
| 2021-06-30 | $3.0M | 27k | 112.97 |
| 2021-03-31 | $3.0M | 27k | 108.50 |
| 2020-12-31 | $2.5M | 27k | 91.88 |
| 2020-09-30 | $2.0M | 28k | 70.21 |
| 2020-06-30 | $1.9M | 28k | 68.27 |
| 2020-03-31 | $1.5M | 27k | 56.10 |
| 2019-12-31 | $2.3M | 27k | 83.83 |
| 2019-09-30 | $2.2M | 29k | 77.84 |
| 2019-06-30 | $2.1M | 27k | 78.27 |
| 2019-03-31 | $2.1M | 28k | 77.12 |
| 2018-12-31 | $2.0M | 29k | 69.29 |
| 2018-09-30 | $2.5M | 29k | 87.22 |
| 2018-06-30 | $2.5M | 30k | 83.43 |
| 2018-03-31 | $2.2M | 29k | 77.00 |
| 2017-12-31 | $2.0M | 28k | 70.94 |
| 2017-09-30 | $2.1M | 28k | 74.21 |
| 2017-06-30 | $1.9M | 28k | 70.10 |
| 2017-03-31 | $1.8M | 27k | 69.13 |
| 2016-12-31 | $2.0M | 15k | 137.49 |
| 2016-09-30 | $1.8M | 14k | 124.10 |
| 2016-06-30 | $1.6M | 14k | 116.20 |
| 2016-03-31 | $1.9M | 17k | 112.51 |
| 2015-12-31 | $1.9M | 18k | 110.09 |
| 2015-09-30 | $1.9M | 18k | 106.54 |
| 2015-06-30 | $2.2M | 18k | 117.87 |
| 2015-03-31 | $2.3M | 19k | 118.01 |
| 2014-12-31 | $2.1M | 19k | 114.01 |
| 2014-09-30 | $1.9M | 18k | 104.28 |
| 2014-06-30 | $2.0M | 18k | 112.06 |
| 2014-03-31 | $1.9M | 17k | 110.13 |
| 2013-12-31 | $1.8M | 17k | 109.15 |
| 2013-09-30 | $1.9M | 19k | 99.78 |
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