iShares S&P 500 Growth Index shares owned by Summit X
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Summit X
from 13F filings
Historical chart of Summit X investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Summit X
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $819k | 9.7k | 84.45 |
| 2023-12-31 | $705k | 9.4k | 75.32 |
| 2023-09-30 | $672k | 9.8k | 68.44 |
| 2023-06-30 | $706k | 10k | 70.50 |
| 2023-03-31 | $480k | 7.5k | 63.90 |
| 2022-12-31 | $452k | 7.5k | 60.35 |
| 2022-09-30 | $436k | 7.5k | 57.96 |
| 2022-06-30 | $450k | 7.5k | 60.10 |
| 2022-03-31 | $578k | 7.6k | 76.44 |
| 2021-12-31 | $677k | 8.1k | 83.68 |
| 2021-09-30 | $636k | 8.6k | 73.97 |
| 2021-06-30 | $630k | 8.6k | 73.11 |
| 2021-03-31 | $505k | 7.7k | 65.18 |
| 2020-12-31 | $591k | 9.3k | 63.75 |
| 2020-09-30 | $8.1k | 2.1k | 3.92 |
| 2020-06-30 | $419k | 2.0k | 207.63 |
| 2020-03-31 | $349k | 2.1k | 165.87 |
| 2019-12-31 | $429k | 2.2k | 194.12 |
| 2019-09-30 | $407k | 2.3k | 180.33 |
| 2019-06-30 | $427k | 2.4k | 178.74 |
| 2019-03-31 | $405k | 2.4k | 171.97 |
| 2018-12-31 | $2.3M | 15k | 151.20 |
| 2018-09-30 | $2.7M | 15k | 177.21 |
| 2018-06-30 | $2.4M | 83k | 28.34 |
| 2018-03-31 | $1.9M | 12k | 153.16 |
| 2017-12-31 | $1.7M | 11k | 152.32 |
| 2017-09-30 | $1.4M | 9.6k | 143.36 |
| 2017-06-30 | $718k | 5.1k | 139.55 |