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iShares S&P 500 Value Index shares owned by Summit Global Investments

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Summit Global Investments from 13F filings

Historical chart of Summit Global Investments investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index 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 500 Value Index by Summit Global Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $839k 4.3k 197.13
2024-06-30 $212k 1.2k 182.29

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Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Progressive Corporation (PGR)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Iboxx Hi Yd Etf (HYG)
NVIDIA Corporation (NVDA)
United Therapeutics Corporation (UTHR)
Merck & Co (MRK)
Colgate-Palmolive Company (CL)

View all positions for Summit Global Investments

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index