iShares S&P 1500 Index Fund shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $209k | 1.8k | 118.78 |
| 2024-03-31 | $203k | 1.8k | 115.30 |
| 2023-03-31 | $207k | 2.3k | 90.55 |
| 2022-06-30 | $206k | 2.3k | 88.11 |
| 2022-03-31 | $236k | 2.3k | 100.98 |
| 2021-12-31 | $251k | 2.3k | 107.40 |
| 2021-09-30 | $230k | 2.3k | 98.42 |
| 2021-06-30 | $239k | 2.4k | 98.68 |
| 2021-03-31 | $289k | 3.3k | 86.32 |
| 2020-12-31 | $318k | 4.2k | 75.41 |
| 2020-09-30 | $320k | 4.3k | 74.80 |
| 2020-06-30 | $389k | 5.5k | 71.15 |
| 2020-03-31 | $1.2M | 20k | 58.58 |
| 2019-12-31 | $3.6M | 50k | 73.06 |
| 2019-09-30 | $3.2M | 48k | 66.98 |
| 2019-06-30 | $3.2M | 48k | 66.63 |
More positions owned by Summit Financial Wealth Advisors
View all positions for Summit Financial Wealth Advisors