iShares S&P 500 Index shares owned by Summit Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.1M | 7.8k | 525.73 |
| 2023-12-31 | $3.9M | 8.1k | 477.63 |
| 2023-09-30 | $3.5M | 8.2k | 429.43 |
| 2023-06-30 | $3.7M | 8.4k | 445.71 |
| 2023-03-31 | $3.5M | 8.5k | 411.08 |
| 2022-12-31 | $3.3M | 8.6k | 384.19 |
| 2022-09-30 | $3.2M | 8.8k | 358.60 |
| 2022-06-30 | $3.4M | 8.9k | 379.20 |
| 2022-03-31 | $4.0M | 8.9k | 453.73 |
| 2021-12-31 | $4.7M | 9.9k | 476.94 |
| 2021-09-30 | $4.3M | 9.9k | 430.86 |
| 2021-06-30 | $4.3M | 10k | 429.88 |
| 2021-03-31 | $4.2M | 11k | 397.84 |
| 2020-12-31 | $4.1M | 11k | 375.41 |
| 2020-09-30 | $3.7M | 11k | 336.08 |
| 2020-06-30 | $3.4M | 11k | 309.69 |
| 2020-03-31 | $2.9M | 11k | 258.41 |
| 2019-12-31 | $3.7M | 11k | 323.20 |
| 2019-09-30 | $3.3M | 11k | 298.51 |
| 2019-06-30 | $3.8M | 13k | 294.77 |