iShares S&P 500 Growth Index shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Summit Financial Strategies 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 Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 13k | 95.75 |
| 2024-06-30 | $1.2M | 13k | 92.54 |
| 2024-03-31 | $1.1M | 13k | 84.44 |
| 2023-09-30 | $917k | 13k | 68.42 |
| 2023-06-30 | $945k | 13k | 70.48 |
| 2023-03-31 | $856k | 13k | 63.89 |
| 2022-12-31 | $358k | 6.1k | 58.50 |
| 2022-09-30 | $661k | 11k | 57.83 |
| 2022-06-30 | $292k | 4.8k | 60.34 |
| 2022-03-31 | $315k | 4.1k | 76.40 |
| 2021-12-31 | $243k | 2.9k | 83.74 |
More positions owned by Summit Financial Strategies
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