iShares S&P 500 Index shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.8M | 5.1k | 547.27 |
| 2024-03-31 | $2.7M | 5.1k | 525.76 |
| 2023-12-31 | $2.8M | 5.8k | 477.65 |
| 2023-09-30 | $2.5M | 5.8k | 438.81 |
| 2023-06-30 | $2.7M | 6.1k | 445.71 |
| 2023-03-31 | $2.5M | 6.1k | 411.07 |
| 2022-12-31 | $2.2M | 5.8k | 384.20 |
| 2022-09-30 | $340k | 890 | 382.02 |
| 2022-06-30 | $430k | 1.1k | 397.41 |
| 2022-03-31 | $490k | 1.1k | 454.12 |
| 2021-12-31 | $712k | 1.5k | 479.46 |
| 2021-09-30 | $665k | 1.5k | 430.98 |
| 2021-06-30 | $690k | 1.6k | 429.91 |
| 2021-03-31 | $641k | 1.7k | 375.29 |
| 2020-12-31 | $663k | 2.0k | 335.87 |
| 2020-09-30 | $591k | 1.8k | 331.09 |
| 2020-06-30 | $810k | 2.6k | 317.15 |
| 2020-03-31 | $720k | 2.7k | 265.98 |
| 2019-12-31 | $656k | 2.0k | 324.75 |
| 2019-09-30 | $627k | 2.1k | 298.00 |
| 2019-06-30 | $718k | 2.4k | 294.62 |
| 2019-03-31 | $704k | 2.4k | 288.64 |
| 2018-12-31 | $618k | 2.5k | 251.42 |
| 2018-09-30 | $888k | 3.2k | 276.29 |
| 2018-06-30 | $757k | 2.9k | 265.52 |
| 2018-03-31 | $757k | 2.9k | 265.52 |
| 2017-12-31 | $723k | 2.7k | 268.87 |
| 2017-09-30 | $405k | 1.6k | 252.97 |
| 2017-06-30 | $352k | 1.4k | 243.09 |
More positions owned by Summit Financial Wealth Advisors
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