iShares S&P 500 Growth Index shares owned by Summit Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $561k | 4.6k | 120.72 |
| 2025-06-30 | $512k | 4.6k | 110.10 |
| 2025-03-31 | $436k | 4.7k | 92.83 |
| 2024-12-31 | $477k | 4.7k | 101.53 |
| 2024-09-30 | $504k | 5.3k | 95.75 |
| 2024-06-30 | $487k | 5.3k | 92.54 |
| 2024-03-31 | $451k | 5.3k | 84.44 |
| 2023-12-31 | $401k | 5.3k | 75.10 |
| 2023-09-30 | $370k | 5.4k | 68.42 |
| 2023-06-30 | $382k | 5.4k | 70.48 |
| 2023-03-31 | $347k | 5.4k | 63.89 |
| 2022-12-31 | $318k | 5.4k | 58.50 |
| 2022-09-30 | $277k | 4.8k | 57.84 |
| 2022-06-30 | $286k | 4.7k | 60.39 |
| 2022-03-31 | $362k | 4.7k | 76.44 |
| 2021-12-31 | $396k | 4.7k | 83.61 |
| 2021-09-30 | $350k | 4.7k | 73.90 |
| 2021-06-30 | $343k | 4.7k | 72.73 |
| 2021-03-31 | $307k | 4.7k | 65.10 |
| 2020-12-31 | $301k | 4.7k | 63.83 |
| 2020-09-30 | $272k | 1.2k | 230.70 |
| 2020-06-30 | $221k | 1.1k | 207.51 |
| 2019-12-31 | $206k | 1.1k | 193.43 |