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iShares S&P 500 Value Index shares owned by Summit Wealth Group

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

Historical chart of Summit Wealth Group 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $4.0M 18k 228.29
2026-06-30 $5.2M 23k 227.06
2026-03-31 $4.7M 22k 211.15
2025-12-31 $5.3M 25k 212.07

More positions owned by Summit Wealth Group

Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
RBB F/m Us Treasury (TBIL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Consm Staples (IYK)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)

View all positions for Summit Wealth Group

Top funds holding iShares S&P 500 Value Index

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View all funds holding iShares S&P 500 Value Index