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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Summit Investment Advisors 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 Investment Advisors

Quarter filed Position value Share count Share price at filing
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