iShares S&P 500 Index shares owned by Summit Investment Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Summit Investment Advisory Services
from 13F filings
Historical chart of Summit Investment Advisory Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Summit Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $845k | 1.4k | 620.77 |
| 2025-06-30 | $845k | 1.4k | 620.77 |
| 2025-03-31 | $764k | 1.4k | 562.03 |
| 2024-12-31 | $869k | 1.5k | 588.64 |
| 2024-09-30 | $848k | 1.5k | 576.93 |
| 2024-03-31 | $954k | 1.8k | 525.80 |
| 2023-12-31 | $728k | 1.5k | 477.58 |
| 2023-09-30 | $721k | 1.7k | 429.55 |
| 2023-06-30 | $921k | 2.1k | 445.81 |
| 2023-03-31 | $698k | 1.7k | 411.00 |
| 2022-12-31 | $647k | 1.7k | 384.11 |
More positions owned by Summit Investment Advisory Services
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