iShares S&P 500 Growth Index shares owned by Summit Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group 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 Wealth Group 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 Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 2.2k | 120.72 |
| 2025-06-30 | $245k | 2.2k | 110.21 |
| 2025-03-31 | $206k | 2.2k | 92.67 |
| 2024-12-31 | $226k | 2.2k | 101.66 |
| 2024-09-30 | $213k | 2.2k | 95.82 |
| 2024-06-30 | $206k | 2.2k | 92.67 |
| 2023-03-31 | $2.0k | 142k | 0.01 |