iShares S&P 500 Growth Index shares owned by Summit Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 20k | 84.44 |
| 2023-12-31 | $1.5M | 21k | 75.10 |
| 2023-09-30 | $1.4M | 21k | 68.42 |
| 2023-06-30 | $1.5M | 21k | 70.48 |
| 2023-03-31 | $1.3M | 21k | 63.89 |
| 2022-12-31 | $1.2M | 21k | 58.49 |
| 2022-09-30 | $1.2M | 21k | 57.84 |
| 2022-06-30 | $1.3M | 21k | 60.34 |
| 2022-03-31 | $1.6M | 21k | 76.38 |
| 2021-12-31 | $1.8M | 21k | 83.66 |
| 2021-09-30 | $1.6M | 21k | 73.93 |
| 2021-06-30 | $1.6M | 21k | 72.74 |
| 2021-03-31 | $1.4M | 22k | 65.11 |
| 2020-12-31 | $1.6M | 26k | 63.81 |
| 2020-09-30 | $1.5M | 6.4k | 231.04 |
| 2020-06-30 | $1.4M | 6.6k | 207.43 |
| 2020-03-31 | $1.1M | 6.6k | 164.98 |
| 2019-12-31 | $1.3M | 6.7k | 193.61 |
| 2019-09-30 | $1.2M | 6.9k | 179.97 |
| 2019-06-30 | $1.3M | 7.5k | 179.22 |