iShares S&P 500 Index shares owned by Summit X
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Summit X
from 13F filings
Historical chart of Summit X investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Summit X
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $23M | 36k | 620.98 |
| 2025-03-31 | $28M | 49k | 561.91 |
| 2024-12-31 | $30M | 52k | 588.68 |
| 2024-09-30 | $34M | 63k | 547.27 |
| 2024-06-30 | $36M | 66k | 548.11 |
| 2024-03-31 | $38M | 72k | 525.95 |
| 2023-12-31 | $63M | 131k | 477.64 |
| 2023-09-30 | $51M | 120k | 429.53 |
| 2023-06-30 | $46M | 103k | 445.82 |
| 2023-03-31 | $42M | 102k | 411.09 |
| 2022-12-31 | $19M | 51k | 379.25 |
| 2022-09-30 | $29M | 81k | 358.70 |
| 2022-06-30 | $19M | 51k | 379.16 |
| 2022-03-31 | $24M | 52k | 453.78 |
| 2021-12-31 | $19M | 39k | 476.74 |
| 2021-09-30 | $16M | 36k | 430.68 |
| 2021-06-30 | $17M | 39k | 428.66 |
| 2021-03-31 | $16M | 39k | 397.99 |
| 2020-12-31 | $18M | 47k | 375.74 |
| 2020-09-30 | $306k | 52k | 5.87 |
| 2020-06-30 | $16M | 52k | 309.76 |
| 2020-03-31 | $14M | 55k | 258.34 |
| 2019-12-31 | $17M | 52k | 323.21 |
| 2019-09-30 | $15M | 50k | 298.84 |
| 2019-06-30 | $14M | 47k | 294.26 |
| 2019-03-31 | $13M | 46k | 284.42 |
| 2018-12-31 | $11M | 42k | 252.43 |
| 2018-09-30 | $12M | 42k | 292.77 |
| 2018-06-30 | $11M | 187k | 59.60 |
| 2018-03-31 | $9.6M | 36k | 265.49 |
| 2017-12-31 | $9.0M | 33k | 268.46 |
| 2017-09-30 | $7.0M | 28k | 253.14 |
| 2017-06-30 | $4.6M | 19k | 243.01 |