iShares S&P SmallCap 600 Index shares owned by Summit X
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Summit X
from 13F filings
Historical chart of Summit X investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Summit X
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 12k | 110.61 |
| 2023-12-31 | $1.2M | 12k | 107.44 |
| 2023-09-30 | $1.2M | 13k | 94.40 |
| 2023-06-30 | $1.2M | 12k | 99.74 |
| 2023-03-31 | $1.1M | 11k | 96.70 |
| 2022-12-31 | $1.6M | 18k | 92.48 |
| 2022-09-30 | $2.5M | 29k | 86.72 |
| 2022-06-30 | $1.6M | 18k | 91.00 |
| 2022-03-31 | $3.9M | 36k | 108.15 |
| 2021-12-31 | $5.6M | 49k | 114.34 |
| 2021-09-30 | $5.2M | 48k | 109.51 |
| 2021-06-30 | $5.0M | 44k | 112.13 |
| 2021-03-31 | $6.0M | 55k | 108.64 |
| 2020-12-31 | $2.9M | 32k | 91.71 |
| 2020-09-30 | $55k | 46k | 1.19 |
| 2020-06-30 | $3.0M | 45k | 68.29 |
| 2020-03-31 | $321k | 5.7k | 56.49 |
| 2019-12-31 | $498k | 5.9k | 83.88 |
| 2019-09-30 | $1.5M | 19k | 77.00 |
| 2019-06-30 | $1.4M | 18k | 77.02 |
| 2019-03-31 | $2.1M | 28k | 76.82 |
| 2018-12-31 | $1.7M | 25k | 68.35 |
| 2018-09-30 | $2.1M | 24k | 86.97 |
| 2018-06-30 | $2.0M | 58k | 34.59 |
| 2018-03-31 | $1.9M | 25k | 77.05 |
| 2017-12-31 | $1.7M | 21k | 77.34 |
| 2017-09-30 | $1.2M | 17k | 74.58 |
| 2017-06-30 | $899k | 13k | 70.47 |
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