iShares S&P 1500 Index Fund shares owned by Summit Investment Advisory Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Summit Investment Advisory Services
from 13F filings
Historical chart of Summit Investment Advisory Services 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 Investment Advisory Services 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 Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.2M | 28k | 115.30 |
| 2023-12-31 | $2.9M | 28k | 105.23 |
| 2023-09-30 | $2.6M | 28k | 94.19 |
| 2023-06-30 | $2.7M | 28k | 97.84 |
| 2023-03-31 | $2.5M | 28k | 90.55 |
| 2022-12-31 | $2.4M | 28k | 84.80 |
More positions owned by Summit Investment Advisory Services
View all positions for Summit Investment Advisory Services