iShares S&P 1500 Index Fund shares owned by Summit Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $266k | 2.3k | 115.30 |
| 2023-12-31 | $243k | 2.3k | 105.23 |
| 2023-09-30 | $236k | 2.5k | 94.19 |
| 2023-06-30 | $246k | 2.5k | 97.84 |
| 2023-03-31 | $227k | 2.5k | 90.55 |
| 2022-12-31 | $213k | 2.5k | 84.86 |
| 2022-06-30 | $210k | 2.5k | 83.67 |
| 2022-03-31 | $253k | 2.5k | 100.80 |
| 2021-12-31 | $274k | 2.6k | 107.03 |
| 2021-09-30 | $252k | 2.6k | 98.44 |
| 2021-06-30 | $253k | 2.6k | 98.83 |
| 2021-03-31 | $261k | 2.8k | 91.74 |
| 2020-12-31 | $245k | 2.8k | 86.12 |
| 2020-09-30 | $288k | 3.8k | 75.39 |
| 2020-06-30 | $265k | 3.8k | 69.37 |
| 2020-03-31 | $219k | 3.8k | 57.33 |
| 2019-12-31 | $278k | 3.8k | 72.77 |
| 2019-09-30 | $256k | 3.8k | 67.02 |
| 2019-06-30 | $255k | 3.8k | 66.75 |