iShares S&P 500 Value Index shares owned by Summit Investment Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Summit Investment Advisory Services
from 13F filings
Historical chart of Summit Investment Advisory Services investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Summit Investment Advisory Services 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 Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.3M | 17k | 190.88 |
| 2024-09-30 | $3.5M | 18k | 197.17 |
| 2024-03-31 | $3.9M | 21k | 186.81 |
| 2023-12-31 | $3.8M | 22k | 173.89 |
| 2023-09-30 | $3.3M | 22k | 153.84 |
| 2023-06-30 | $3.5M | 22k | 161.19 |
| 2023-03-31 | $3.3M | 22k | 151.76 |
| 2022-12-31 | $3.2M | 22k | 145.07 |
More positions owned by Summit Investment Advisory Services
View all positions for Summit Investment Advisory Services