iShares S&P 500 Growth Index shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Summit Investment Advisors 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 Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $27M | 282k | 95.75 |
| 2024-06-30 | $26M | 279k | 92.54 |
| 2024-03-31 | $28M | 325k | 84.44 |
| 2023-12-31 | $28M | 370k | 75.10 |
| 2023-09-30 | $27M | 396k | 68.42 |
| 2023-06-30 | $33M | 471k | 70.48 |
| 2023-03-31 | $33M | 522k | 63.89 |
| 2022-12-31 | $33M | 532k | 60.97 |
| 2022-09-30 | $31M | 538k | 57.85 |
| 2022-06-30 | $36M | 595k | 60.35 |
| 2022-03-31 | $42M | 553k | 76.38 |
| 2021-12-31 | $46M | 555k | 83.67 |
| 2021-09-30 | $43M | 582k | 73.91 |
| 2021-06-30 | $41M | 560k | 72.73 |
| 2021-03-31 | $37M | 567k | 65.11 |
| 2020-12-31 | $4.2M | 65k | 63.82 |
| 2020-09-30 | $28M | 122k | 231.08 |
| 2020-06-30 | $27M | 128k | 207.49 |
| 2020-03-31 | $23M | 139k | 165.05 |
| 2019-12-31 | $28M | 146k | 193.64 |
| 2019-09-30 | $27M | 150k | 180.03 |
| 2019-06-30 | $27M | 148k | 179.24 |
| 2019-03-31 | $25M | 143k | 172.36 |
| 2018-12-31 | $21M | 140k | 150.67 |
| 2018-09-30 | $25M | 139k | 177.17 |
| 2018-06-30 | $28M | 173k | 162.59 |
| 2018-03-31 | $33M | 210k | 155.07 |
| 2017-12-31 | $16M | 210k | 77.04 |
| 2017-09-30 | $33M | 229k | 143.37 |
| 2017-06-30 | $31M | 229k | 136.80 |
| 2017-03-31 | $30M | 229k | 131.44 |
| 2016-12-31 | $27M | 225k | 121.79 |
| 2016-09-30 | $27M | 221k | 121.66 |
| 2016-06-30 | $26M | 219k | 116.58 |
| 2016-03-31 | $25M | 212k | 115.89 |
| 2015-12-31 | $24M | 207k | 115.80 |
| 2015-09-30 | $24M | 218k | 107.80 |
| 2015-06-30 | $24M | 213k | 113.86 |
| 2015-03-31 | $23M | 199k | 113.95 |
| 2014-12-31 | $20M | 183k | 111.60 |
| 2014-09-30 | $18M | 171k | 106.84 |
| 2014-06-30 | $15M | 140k | 105.18 |
| 2014-03-31 | $6.4M | 65k | 99.84 |
| 2013-12-31 | $5.1M | 52k | 98.73 |
| 2013-09-30 | $3.8M | 42k | 89.34 |
| 2013-06-30 | $1.9M | 23k | 84.01 |
More positions owned by Summit Investment Advisors
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