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 | $22M | 42k | 525.73 |
| 2023-12-31 | $20M | 41k | 477.63 |
| 2023-09-30 | $19M | 43k | 431.41 |
| 2023-06-30 | $19M | 43k | 445.71 |
| 2023-03-31 | $17M | 41k | 411.08 |
| 2022-12-31 | $15M | 40k | 384.21 |
| 2022-09-30 | $15M | 41k | 358.65 |
| 2022-06-30 | $13M | 35k | 379.14 |
| 2022-03-31 | $16M | 35k | 453.69 |
| 2021-12-31 | $16M | 34k | 476.99 |
| 2021-09-30 | $13M | 31k | 430.82 |
| 2021-06-30 | $12M | 28k | 429.92 |
| 2021-03-31 | $8.1M | 20k | 397.81 |
| 2020-12-31 | $6.7M | 18k | 375.39 |