iShares S&P 500 Index shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $95M | 142k | 669.30 |
| 2025-06-30 | $85M | 137k | 620.90 |
| 2025-03-31 | $74M | 132k | 561.90 |
| 2024-12-31 | $77M | 130k | 588.68 |
| 2024-09-30 | $74M | 128k | 576.82 |
| 2024-06-30 | $72M | 131k | 547.23 |
| 2024-03-31 | $71M | 136k | 525.73 |
| 2023-09-30 | $61M | 141k | 429.43 |
| 2023-06-30 | $64M | 144k | 445.71 |
| 2023-03-31 | $60M | 147k | 411.08 |
| 2022-12-31 | $57M | 148k | 384.21 |
| 2022-09-30 | $54M | 151k | 358.65 |
| 2022-06-30 | $57M | 149k | 379.15 |
| 2022-03-31 | $68M | 150k | 453.69 |
| 2021-12-31 | $73M | 153k | 476.99 |
| 2021-09-30 | $68M | 158k | 430.82 |
| 2021-06-30 | $67M | 155k | 429.92 |
| 2021-03-31 | $49M | 123k | 397.69 |
| 2020-12-31 | $47M | 125k | 375.39 |
| 2020-09-30 | $43M | 127k | 336.06 |
| 2020-06-30 | $40M | 130k | 309.69 |
| 2020-03-31 | $34M | 132k | 258.40 |
| 2019-12-31 | $35M | 110k | 323.24 |
| 2019-09-30 | $34M | 112k | 298.52 |
| 2019-06-30 | $33M | 113k | 294.75 |
| 2019-03-31 | $32M | 114k | 284.56 |
| 2018-12-31 | $28M | 112k | 251.61 |
| 2018-09-30 | $34M | 115k | 292.73 |
| 2018-06-30 | $32M | 116k | 273.05 |
| 2018-03-31 | $29M | 111k | 265.37 |
| 2017-12-31 | $30M | 112k | 268.85 |
| 2017-09-30 | $29M | 114k | 252.93 |
| 2017-06-30 | $28M | 113k | 243.41 |
| 2017-03-31 | $26M | 111k | 237.27 |
| 2016-12-31 | $25M | 111k | 224.99 |
| 2016-09-30 | $25M | 113k | 217.56 |
| 2016-06-30 | $24M | 115k | 210.50 |
| 2016-03-31 | $24M | 117k | 206.65 |
| 2015-12-31 | $23M | 112k | 204.87 |
| 2015-09-30 | $22M | 113k | 192.71 |
| 2015-06-30 | $23M | 110k | 207.22 |
| 2015-03-31 | $23M | 113k | 207.83 |
| 2014-12-31 | $24M | 114k | 206.87 |
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