iShares S&P 500 Index shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $52M | 78k | 669.30 |
| 2025-06-30 | $70M | 113k | 620.81 |
| 2025-03-31 | $62M | 110k | 561.90 |
| 2024-12-31 | $64M | 108k | 588.68 |
| 2024-09-30 | $62M | 107k | 576.82 |
| 2024-06-30 | $57M | 104k | 547.23 |
| 2024-03-31 | $52M | 99k | 525.73 |
| 2023-12-31 | $51M | 106k | 477.63 |
| 2023-09-30 | $45M | 105k | 429.43 |
| 2023-06-30 | $49M | 109k | 445.71 |
| 2023-03-31 | $44M | 106k | 411.08 |
| 2022-12-31 | $40M | 104k | 384.21 |
| 2022-09-30 | $37M | 103k | 358.56 |
| 2022-06-30 | $45M | 119k | 379.04 |
| 2022-03-31 | $51M | 111k | 453.58 |
| 2021-12-31 | $54M | 113k | 476.97 |
| 2021-09-30 | $46M | 108k | 430.80 |
| 2021-06-30 | $43M | 99k | 429.91 |
| 2021-03-31 | $38M | 95k | 397.81 |
| 2020-12-31 | $36M | 95k | 375.39 |
| 2020-09-30 | $31M | 92k | 336.06 |
| 2020-06-30 | $29M | 93k | 309.69 |
| 2020-03-31 | $25M | 96k | 258.40 |
| 2019-12-31 | $33M | 103k | 323.23 |
| 2019-09-30 | $29M | 97k | 298.52 |
| 2019-06-30 | $27M | 92k | 294.74 |
| 2019-03-31 | $25M | 89k | 284.56 |
| 2018-12-31 | $21M | 84k | 251.60 |
| 2018-09-30 | $25M | 84k | 292.72 |
| 2018-06-30 | $23M | 85k | 273.05 |
| 2018-03-31 | $22M | 82k | 265.36 |
| 2017-12-31 | $7.1M | 78k | 91.29 |
| 2017-09-30 | $18M | 71k | 252.93 |
| 2017-06-30 | $16M | 65k | 243.41 |
| 2017-03-31 | $14M | 59k | 237.26 |
| 2016-12-31 | $13M | 57k | 224.99 |
| 2016-09-30 | $10M | 48k | 217.55 |
| 2016-06-30 | $8.9M | 42k | 210.49 |
| 2016-03-31 | $8.4M | 41k | 206.63 |
| 2015-12-31 | $6.8M | 33k | 204.85 |
| 2015-09-30 | $5.2M | 27k | 192.69 |
| 2015-06-30 | $4.0M | 20k | 207.22 |
| 2015-03-31 | $3.5M | 17k | 207.80 |
| 2014-12-31 | $3.3M | 16k | 206.85 |
| 2014-09-30 | $3.0M | 15k | 198.28 |
| 2014-06-30 | $2.9M | 15k | 196.99 |
| 2014-03-31 | $2.7M | 14k | 188.12 |
| 2013-12-31 | $2.4M | 13k | 185.69 |
| 2013-09-30 | $2.3M | 13k | 168.87 |
| 2013-06-30 | $2.1M | 13k | 160.87 |
More positions owned by Summit Investment Advisors
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