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iShares S&P 500 Value Index shares owned by Summit Investment Advisors

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

Historical chart of Summit Investment Advisors 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 Investment 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 Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $26M 149k 173.89
2023-09-30 $25M 162k 153.84
2023-06-30 $27M 170k 161.19
2023-03-31 $26M 174k 151.76
2022-12-31 $27M 179k 152.78
2022-09-30 $25M 196k 128.52
2022-06-30 $27M 196k 137.46
2022-03-31 $32M 203k 155.72
2021-12-31 $35M 224k 156.63
2021-09-30 $31M 215k 145.42
2021-06-30 $31M 210k 147.64
2021-03-31 $28M 198k 141.24
2020-12-31 $1.6M 12k 127.96
2020-09-30 $22M 197k 112.45
2020-06-30 $21M 196k 108.21
2020-03-31 $21M 218k 96.25
2019-12-31 $25M 190k 130.09
2019-09-30 $23M 195k 119.14
2019-06-30 $22M 187k 116.57
2019-03-31 $20M 178k 112.74
2018-12-31 $17M 166k 101.14
2018-09-30 $22M 188k 115.84
2018-06-30 $25M 230k 110.08
2018-03-31 $31M 284k 109.31
2017-12-31 $12M 283k 41.02
2017-09-30 $30M 274k 107.89
2017-06-30 $28M 269k 104.92
2017-03-31 $27M 259k 104.02
2016-12-31 $28M 272k 101.38
2016-09-30 $27M 285k 94.96
2016-06-30 $26M 279k 92.90
2016-03-31 $25M 273k 89.94
2015-12-31 $24M 270k 88.53
2015-09-30 $24M 282k 84.03
2015-06-30 $24M 265k 92.21
2015-03-31 $23M 247k 92.55
2014-12-31 $21M 220k 93.77
2014-09-30 $18M 204k 90.07
2014-06-30 $15M 164k 90.29
2014-03-31 $6.6M 76k 86.89
2013-12-31 $5.7M 67k 85.46
2013-09-30 $4.1M 52k 78.32
2013-06-30 $2.0M 26k 75.77