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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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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View all positions for Summit Financial

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
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UBS Group
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Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Orion Portfolio Solutions
Commonwealth Equity Services
Bessemer
HighTower Advisors

View all funds holding iShares S&P SmallCap 600 Value Idx