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Summit Financial Strategies »

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

Tip: Access up to 7 years of quarterly data

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

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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
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

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Ishares Tr Core S&p500 Etf (IVV)

Schwab Strategic Tr Us Mid-cap Etf (SCHM)

Packaging Corporation of America (PKG)

Ishares Tr Core S&p Mcp Etf (IJH)

Vanguard Index Fds Sml Cp Grw Etf (VBK)

Schwab Strategic Tr Us Sml Cap Etf (SCHA)

Ishares Tr Core S&p Scp Etf (IJR)

Berkshire Hathaway Inc Del Cl B New (BRK.B)

Apple (AAPL)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Microsoft Corporation (MSFT)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Wal-Mart Stores (WMT)

View all positions for Summit Financial Strategies

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

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