iShares S&P 500 Value Index shares owned by Summit X
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Summit X
from 13F filings
Historical chart of Summit X investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Summit X
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $537k | 2.9k | 186.89 |
| 2023-12-31 | $519k | 3.0k | 171.66 |
| 2023-09-30 | $479k | 3.1k | 153.88 |
| 2023-06-30 | $592k | 3.7k | 161.23 |
| 2023-03-31 | $478k | 3.1k | 151.72 |
| 2022-12-31 | $400k | 2.9k | 137.51 |
| 2022-09-30 | $403k | 3.1k | 128.38 |
| 2022-06-30 | $402k | 2.9k | 138.00 |
| 2022-03-31 | $454k | 2.9k | 155.21 |
| 2021-12-31 | $393k | 2.5k | 157.20 |
| 2021-09-30 | $348k | 2.4k | 145.12 |
| 2021-06-30 | $452k | 3.1k | 144.69 |
| 2021-03-31 | $385k | 2.7k | 141.18 |
| 2020-12-31 | $460k | 3.6k | 127.74 |
| 2020-09-30 | $4.4k | 3.5k | 1.26 |
| 2020-06-30 | $400k | 3.7k | 108.11 |
| 2020-03-31 | $367k | 3.8k | 96.07 |
| 2019-12-31 | $498k | 3.8k | 129.69 |
| 2019-09-30 | $456k | 3.8k | 118.50 |
| 2019-06-30 | $433k | 3.7k | 115.87 |
| 2019-03-31 | $394k | 3.5k | 111.43 |
| 2018-12-31 | $2.3M | 23k | 102.05 |
| 2018-09-30 | $2.6M | 23k | 115.84 |
| 2018-06-30 | $2.3M | 56k | 41.53 |
| 2018-03-31 | $2.1M | 19k | 110.41 |
| 2017-12-31 | $2.4M | 21k | 114.51 |
| 2017-09-30 | $1.6M | 15k | 108.33 |
| 2017-06-30 | $1.7M | 16k | 105.74 |