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iShares S&P 1500 Index Fund shares owned by Summit Global Investments

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Summit Global Investments from 13F filings

Historical chart of Summit Global Investments 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 Global Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Summit Global Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 12k 105.21
2023-09-30 $441k 4.7k 94.23
2023-06-30 $458k 4.7k 97.86
2023-03-31 $424k 4.7k 90.60
2022-12-31 $397k 4.7k 84.83
2022-09-30 $373k 4.7k 79.51
2022-06-30 $392k 4.7k 83.76
2022-03-31 $472k 4.7k 100.85
2021-12-31 $431k 4.0k 106.95
2021-09-30 $443k 4.5k 98.44
2021-06-30 $365k 3.7k 98.65
2021-03-31 $339k 3.7k 91.62