iShares S&P Global Technology Sect. shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares S&P Global Technology Sect. (IXN) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares S&P Global Technology Sect.
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All positions including iShares S&P Global Technology Sect. held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $335k | 3.9k | 84.76 |
2024-09-30 | $326k | 3.9k | 82.54 |
2024-06-30 | $327k | 3.9k | 82.83 |
2024-03-31 | $296k | 3.9k | 74.82 |
2023-12-31 | $269k | 3.9k | 68.19 |
2023-09-30 | $228k | 3.9k | 57.85 |
2023-06-30 | $246k | 3.9k | 62.20 |
2023-03-31 | $215k | 3.9k | 54.37 |
2022-09-30 | $306k | 7.3k | 42.18 |
2022-06-30 | $503k | 11k | 45.70 |
2022-03-31 | $644k | 11k | 58.01 |
2021-12-31 | $797k | 12k | 64.39 |
2021-09-30 | $700k | 12k | 56.66 |
2021-06-30 | $687k | 2.0k | 337.56 |
2021-03-31 | $441k | 1.4k | 307.77 |
2020-12-31 | $425k | 1.4k | 300.10 |
2020-09-30 | $374k | 1.4k | 263.72 |
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