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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Summit Financial 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

Quarter filed Position value Share count Share price at filing
2024-03-31 $372k 4.4k 84.44
2023-12-31 $287k 3.8k 75.10
2023-09-30 $262k 3.8k 68.64
2023-06-30 $267k 3.8k 70.48
2023-03-31 $220k 3.4k 63.89
2022-12-31 $208k 3.6k 58.50

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Vanguard Index Fds Value Etf Common Stock (VTV)
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Amazon Common Stock (AMZN)
Microsoft Corpcom Common Stock (MSFT)
Apple Common Stock (AAPL)
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Ishares Core S&p 500 Etf Etf (IVV)
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Meta Platforms Common Stock (META)

View all positions for Summit Financial

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Stifel Financial
M^T Bank Corporation
Pnc Financial Services
CWM
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Commonwealth Equity Services
Royal Bank of Canada

View all funds holding iShares S&P 500 Growth Index