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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Summit Financial Strategies 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 Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
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

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Wal-Mart Stores (WMT)

View all positions for Summit Financial Strategies

Top funds holding iShares S&P 500 Index

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Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index