iShares S&P 500 Value Index shares owned by Summit Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 111k | 206.51 |
| 2025-06-30 | $1.3M | 6.6k | 195.41 |
| 2025-03-31 | $938k | 4.9k | 190.59 |
| 2024-12-31 | $1.3M | 6.7k | 190.89 |
| 2024-09-30 | $1.2M | 6.3k | 197.17 |
| 2024-06-30 | $1.2M | 6.8k | 182.00 |
| 2024-03-31 | $1.3M | 6.9k | 186.80 |
| 2023-12-31 | $1.3M | 7.4k | 173.88 |
| 2023-09-30 | $1.2M | 7.8k | 154.67 |
| 2023-06-30 | $1.3M | 7.8k | 161.18 |
| 2023-03-31 | $1.2M | 7.8k | 151.75 |
| 2022-12-31 | $1.1M | 7.5k | 145.06 |
| 2022-09-30 | $920k | 7.2k | 128.51 |
| 2022-06-30 | $737k | 5.4k | 137.45 |
| 2022-03-31 | $827k | 5.3k | 155.71 |
| 2021-12-31 | $851k | 5.4k | 156.62 |
| 2021-09-30 | $741k | 5.1k | 145.41 |
| 2021-06-30 | $212k | 1.4k | 147.66 |
| 2021-03-31 | $202k | 1.4k | 141.29 |
| 2018-12-31 | $243k | 2.4k | 101.14 |