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 |
|---|---|---|---|
| 2025-09-30 | $22M | 153k | 145.65 |
| 2025-06-30 | $20M | 149k | 135.04 |
| 2025-03-31 | $18M | 146k | 122.01 |
| 2024-12-31 | $13M | 99k | 128.62 |
| 2024-09-30 | $9.8M | 78k | 125.62 |
| 2024-06-30 | $6.8M | 57k | 118.78 |
| 2024-03-31 | $7.0M | 61k | 115.30 |
| 2023-12-31 | $6.4M | 61k | 105.23 |
| 2023-09-30 | $5.6M | 60k | 94.63 |
| 2023-06-30 | $5.8M | 59k | 97.84 |
| 2023-03-31 | $5.3M | 59k | 90.55 |
| 2022-12-31 | $4.8M | 57k | 84.80 |
| 2022-09-30 | $4.5M | 57k | 79.54 |
| 2022-06-30 | $4.7M | 56k | 83.78 |
| 2022-03-31 | $5.6M | 56k | 100.94 |
| 2021-12-31 | $5.7M | 54k | 106.98 |
| 2021-09-30 | $5.2M | 53k | 98.38 |
| 2021-06-30 | $5.1M | 51k | 98.76 |
| 2021-03-31 | $4.5M | 49k | 91.60 |
| 2020-12-31 | $4.1M | 47k | 86.22 |
| 2020-09-30 | $2.9M | 38k | 75.49 |
| 2020-06-30 | $2.5M | 36k | 69.44 |
| 2020-03-31 | $1.7M | 29k | 57.21 |
| 2019-12-31 | $1.5M | 20k | 72.69 |
| 2019-09-30 | $1.8M | 27k | 67.07 |
| 2019-06-30 | $1.4M | 21k | 66.63 |
| 2019-03-31 | $318k | 4.9k | 64.40 |
| 2018-12-31 | $434k | 7.6k | 56.76 |