iShares S&P SmallCap 600 Index shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.3M | 31k | 106.66 |
| 2024-03-31 | $3.0M | 27k | 110.52 |
| 2023-12-31 | $2.4M | 22k | 108.25 |
| 2023-09-30 | $1.8M | 19k | 94.33 |
| 2023-06-30 | $1.7M | 17k | 99.65 |
| 2023-03-31 | $1.7M | 17k | 96.70 |
| 2022-12-31 | $1.6M | 17k | 94.64 |
| 2022-09-30 | $1.3M | 15k | 87.19 |
| 2022-06-30 | $1.5M | 16k | 92.41 |
| 2022-03-31 | $2.0M | 18k | 107.88 |
| 2021-12-31 | $2.1M | 18k | 114.51 |
| 2021-09-30 | $2.0M | 18k | 109.19 |
| 2021-06-30 | $2.1M | 19k | 112.98 |
| 2021-03-31 | $1.9M | 18k | 108.53 |
| 2020-12-31 | $1.7M | 18k | 91.90 |
| 2020-09-30 | $1.3M | 18k | 70.23 |
| 2020-06-30 | $1.4M | 20k | 68.29 |
| 2020-03-31 | $786k | 14k | 56.11 |
| 2019-12-31 | $1.0M | 12k | 83.85 |
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