iShares S&P SmallCap 600 Value Idx shares owned by Summit Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares S&P SmallCap 600 Value Idx
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All positions including iShares S&P SmallCap 600 Value Idx held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 19k | 107.66 |
| 2024-06-30 | $2.0M | 20k | 97.27 |
| 2024-03-31 | $2.1M | 21k | 102.76 |
| 2023-12-31 | $2.1M | 20k | 103.07 |
| 2023-09-30 | $1.9M | 21k | 89.74 |
| 2023-06-30 | $2.2M | 23k | 95.09 |
| 2023-03-31 | $2.4M | 26k | 93.59 |
| 2022-12-31 | $2.3M | 25k | 91.31 |
| 2022-09-30 | $2.1M | 25k | 82.45 |
| 2022-06-30 | $2.6M | 29k | 89.03 |
| 2022-03-31 | $2.5M | 25k | 102.39 |
| 2021-12-31 | $2.1M | 20k | 104.49 |
| 2021-09-30 | $1.7M | 17k | 100.67 |
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