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iShares S&P 500 Index shares owned by SummitTX Capital

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SummitTX Capital from 13F filings

Historical chart of SummitTX Capital 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 SummitTX Capital 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 SummitTX Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $258M 385k 669.30
2025-06-30 $305M 491k 620.90
2025-03-31 $281M 500k 561.90

More positions owned by SummitTX Capital

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Cisco Systems (CSCO)
MKS Instruments (MKSI)
NVIDIA Corporation (NVDA)
Cyberark Software SHS (CYBR)
PPL Corporation (PPL)
Meritage Homes Corporation (MTH)
Toll Brothers (TOL)
Teradyne (TER)
Applied Materials (AMAT)
Griffon Corporation (GFF)
Owens Corning (OC)

View all positions for SummitTX Capital

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index