Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Summit Financial »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Growth held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

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	$492k	3.8k	130.74
2023-12-31	$468k	3.7k	125.15
2023-09-30	$412k	3.7k	110.08
2023-06-30	$430k	3.7k	114.93
2023-03-31	$408k	3.7k	109.94
2022-12-31	$401k	3.7k	108.07
2022-09-30	$386k	3.8k	101.67
2022-06-30	$482k	4.6k	105.32

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt Etf (VTI)

Vanguard Intl Equity Index F Allwrld Ex Us Etf (VEU)

Chipotle Mexican Grill Common Stock (CMG)

Vanguard Index Fds Growth Etf Etf (VUG)

Vanguard Index Fds Value Etf Common Stock (VTV)

Spdr S&p 500 Etf Trtr Unit Etf (SPY)

Vanguard Index Fds Sm Cp Val Etf Etf (VBR)

Vanguard Index Fds Mcapvlidxvip Etf (VOE)

Amazon Common Stock (AMZN)

Microsoft Corpcom Common Stock (MSFT)

Apple Common Stock (AAPL)

Nvidia Corporation Common Stock (NVDA)

Ishares Core S&p 500 Etf Etf (IVV)

Vanguard Index Fdss&p 500 Etf Etf (VOO)

Meta Platforms Common Stock (META)

View all positions for Summit Financial

Top funds holding iShares S&P SmallCap 600 Growth

Bank of America Corporation

Pnc Financial Services

Wells Fargo & Company

Commonwealth Equity Services

Royal Bank of Canada

One Capital Management

Raymond James Financial Services Advisors

View all funds holding iShares S&P SmallCap 600 Growth

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z