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iShares S&P 500 Growth Index shares owned by Summit Financial Consulting

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Summit Financial Consulting from 13F filings

Historical chart of Summit Financial Consulting investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Summit Financial Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Summit Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.5M 61k 123.26
2025-09-30 $6.7M 56k 120.72
2025-03-31 $5.6M 60k 92.83

More positions owned by Summit Financial Consulting

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr U.s. Energy Etf (IYE)
Ishares Tr Us Hlthcare Etf (IYH)
Ishares Tr U.s. Utilits Etf (IDU)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Select Sector Spdr Tr State Street Tec (XLK)
Microsoft Corporation (MSFT)

View all positions for Summit Financial Consulting

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