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 |
|---|---|---|---|
| 2026-03-31 | $8.7M | 77k | 113.11 |
| 2025-12-31 | $2.9M | 23k | 123.26 |
| 2025-09-30 | $4.4M | 37k | 120.72 |
| 2025-06-30 | $1.5M | 14k | 110.10 |
| 2025-03-31 | $1.4M | 16k | 92.83 |
| 2024-12-31 | $1.1M | 11k | 101.53 |
| 2024-09-30 | $866k | 9.0k | 95.75 |
| 2024-06-30 | $462k | 5.0k | 92.54 |
| 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 |