iShares S&P 500 Index shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Summit Wealth Partners 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 Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 40k | 669.30 |
| 2025-06-30 | $22M | 36k | 620.89 |
| 2025-03-31 | $10M | 18k | 561.91 |
| 2024-12-31 | $8.2M | 14k | 588.66 |
| 2024-09-30 | $10M | 18k | 576.80 |
| 2024-06-30 | $8.9M | 16k | 547.23 |
| 2024-03-31 | $6.5M | 12k | 525.73 |
| 2023-12-31 | $3.3M | 7.0k | 477.64 |
| 2023-09-30 | $2.9M | 6.8k | 429.44 |
| 2023-06-30 | $2.2M | 4.9k | 445.75 |
| 2023-03-31 | $2.0M | 4.9k | 411.05 |
| 2022-12-31 | $1.8M | 4.8k | 384.17 |
| 2022-09-30 | $1.7M | 4.9k | 358.68 |
| 2022-06-30 | $2.1M | 5.5k | 379.15 |
| 2022-03-31 | $3.1M | 6.9k | 453.67 |
| 2021-12-31 | $3.7M | 7.8k | 476.98 |
| 2021-09-30 | $3.3M | 7.7k | 430.82 |
| 2021-06-30 | $3.4M | 7.9k | 429.92 |
| 2021-03-31 | $3.3M | 8.4k | 397.81 |
| 2020-12-31 | $3.5M | 9.2k | 375.40 |
| 2020-09-30 | $3.0M | 9.0k | 336.04 |
| 2020-06-30 | $3.2M | 10k | 309.68 |
| 2020-03-31 | $880k | 3.4k | 258.40 |
| 2019-12-31 | $357k | 1.1k | 323.25 |