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iShares S&P 500 Index shares owned by Summa Corp.

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Summa Corp. from 13F filings

Historical chart of Summa Corp. investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by Summa Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Summa Corp.

Quarter filed Position value Share count Share price at filing
2026-03-31 $216k 331 653.21
2025-09-30 $238k 355 669.30
2025-06-30 $345k 555 620.90

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