iShares S&P SmallCap 600 Growth shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies 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 Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $314k | 2.2k | 141.16 |
| 2025-09-30 | $315k | 2.2k | 141.50 |
| 2025-06-30 | $303k | 2.3k | 133.04 |
| 2025-03-31 | $227k | 1.8k | 124.50 |
| 2024-12-31 | $263k | 1.9k | 135.37 |
| 2024-09-30 | $284k | 2.0k | 139.49 |
| 2024-06-30 | $244k | 1.9k | 128.43 |
| 2024-03-31 | $254k | 1.9k | 130.73 |
| 2023-09-30 | $209k | 1.9k | 109.68 |
| 2023-06-30 | $220k | 1.9k | 114.93 |
| 2023-03-31 | $211k | 1.9k | 109.94 |
| 2022-12-31 | $206k | 1.9k | 108.07 |
| 2022-09-30 | $206k | 2.0k | 101.83 |
| 2022-06-30 | $291k | 2.8k | 105.36 |
| 2022-03-31 | $220k | 1.8k | 125.07 |
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