Summit Financial Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 3.9k 685.03
2025-09-30 $3.8M 5.7k 671.83
2025-03-31 $2.8M 5.0k 561.87
2024-12-31 $3.1M 5.2k 600.64
2024-09-30 $3.0M 5.2k 576.77
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

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPBO)
Pimco Etf Tr Ultra Short Govt (BILZ)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Raytheon Technologies Corp (RTX)
Ishares Tr Core S&p Scp Etf (IJR)
Cummins (CMI)
3M Company (MMM)
Valero Energy Corporation (VLO)

View all positions for Summit Financial Wealth Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index