iShares S&P SmallCap 600 Growth shares owned by Summit Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares S&P SmallCap 600 Growth
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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $305k | 2.3k | 130.73 |
| 2023-12-31 | $299k | 2.4k | 125.14 |
| 2023-09-30 | $262k | 2.4k | 109.68 |
| 2023-06-30 | $275k | 2.4k | 114.93 |
| 2023-03-31 | $384k | 3.5k | 109.94 |
| 2022-12-31 | $454k | 4.2k | 108.10 |
| 2022-09-30 | $427k | 4.2k | 101.67 |
| 2022-06-30 | $442k | 4.2k | 105.24 |
| 2022-03-31 | $529k | 4.2k | 125.00 |
| 2021-12-31 | $587k | 4.2k | 138.71 |
| 2021-09-30 | $550k | 4.2k | 129.96 |
| 2021-06-30 | $567k | 4.3k | 132.60 |
| 2021-03-31 | $553k | 4.3k | 128.13 |
| 2020-12-31 | $493k | 4.3k | 114.23 |
| 2020-09-30 | $392k | 2.2k | 176.34 |
| 2020-06-30 | $385k | 2.3k | 169.68 |
| 2020-03-31 | $327k | 2.4k | 138.03 |
| 2019-12-31 | $457k | 2.4k | 193.40 |
| 2019-09-30 | $431k | 2.4k | 178.25 |
| 2019-06-30 | $682k | 3.7k | 182.45 |
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