iShares S&P 500 Value Index shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.1M | 17k | 182.01 |
| 2024-03-31 | $3.2M | 17k | 186.81 |
| 2023-12-31 | $2.7M | 16k | 173.89 |
| 2023-09-30 | $2.5M | 16k | 157.11 |
| 2023-06-30 | $2.6M | 16k | 161.19 |
| 2023-03-31 | $2.4M | 16k | 151.76 |
| 2022-12-31 | $2.7M | 18k | 145.07 |
| 2022-09-30 | $320k | 2.3k | 140.91 |
| 2022-06-30 | $322k | 2.3k | 141.79 |
| 2021-12-31 | $361k | 2.3k | 158.96 |
| 2021-03-31 | $291k | 2.3k | 128.08 |
| 2020-09-30 | $257k | 2.3k | 112.52 |
| 2020-06-30 | $248k | 2.3k | 108.58 |
| 2017-06-30 | $238k | 2.3k | 104.80 |
| 2017-03-31 | $236k | 2.3k | 103.92 |
| 2016-12-31 | $230k | 2.3k | 101.28 |
| 2016-09-30 | $216k | 2.3k | 95.11 |
| 2016-06-30 | $211k | 2.3k | 92.91 |
More positions owned by Summit Financial Wealth Advisors
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