iShares S&P 500 Growth Index shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors 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 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $993k | 8.2k | 121.23 |
| 2025-03-31 | $702k | 7.6k | 92.83 |
| 2024-12-31 | $782k | 7.6k | 103.32 |
| 2024-09-30 | $724k | 7.6k | 95.75 |
| 2024-06-30 | $704k | 7.6k | 92.54 |
| 2024-03-31 | $642k | 7.6k | 84.44 |
| 2023-12-31 | $580k | 7.7k | 75.10 |
| 2023-09-30 | $540k | 7.7k | 69.98 |
| 2023-06-30 | $544k | 7.7k | 70.48 |
| 2023-03-31 | $493k | 7.7k | 63.89 |
| 2022-12-31 | $913k | 16k | 58.50 |
| 2022-09-30 | $485k | 8.2k | 59.49 |
| 2022-06-30 | $525k | 8.2k | 64.40 |
| 2021-12-31 | $681k | 8.2k | 83.54 |
| 2021-03-31 | $520k | 8.2k | 63.79 |
| 2020-09-30 | $460k | 8.2k | 56.43 |
| 2020-06-30 | $439k | 2.0k | 215.41 |
| 2017-06-30 | $270k | 2.0k | 136.92 |
| 2017-03-31 | $259k | 2.0k | 131.34 |
| 2016-12-31 | $240k | 2.0k | 121.70 |
| 2016-09-30 | $240k | 2.0k | 121.70 |
| 2016-06-30 | $230k | 2.0k | 116.63 |
| 2016-03-31 | $229k | 2.0k | 116.13 |
| 2015-12-31 | $228k | 2.0k | 115.62 |
More positions owned by Summit Financial Wealth Advisors
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