iShares S&P 1500 Index Fund shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Summit Wealth Partners 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 Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $6.1M | 51k | 118.78 |
| 2024-03-31 | $6.1M | 53k | 115.30 |
| 2023-12-31 | $5.6M | 54k | 105.23 |
| 2023-09-30 | $5.4M | 57k | 94.19 |
| 2023-06-30 | $5.5M | 56k | 97.84 |
| 2023-03-31 | $5.2M | 57k | 90.55 |
| 2022-12-31 | $5.2M | 61k | 84.80 |
| 2022-09-30 | $5.1M | 64k | 79.54 |
| 2022-06-30 | $5.7M | 68k | 83.78 |
| 2022-03-31 | $5.4M | 53k | 100.94 |
| 2021-12-31 | $5.4M | 50k | 106.98 |
| 2021-09-30 | $4.5M | 46k | 98.38 |
| 2021-06-30 | $4.5M | 45k | 98.76 |
| 2021-03-31 | $4.1M | 44k | 91.60 |
| 2020-12-31 | $3.7M | 43k | 86.22 |
| 2020-09-30 | $3.1M | 41k | 75.49 |
| 2020-06-30 | $2.6M | 38k | 69.44 |
| 2020-03-31 | $2.1M | 37k | 57.21 |
| 2019-12-31 | $2.5M | 35k | 72.69 |