iShares S&P 100 Index shares owned by Summit Financial
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $765k | 3.1k | 247.41 |
| 2023-12-31 | $691k | 3.1k | 223.39 |
| 2023-09-30 | $621k | 3.1k | 200.64 |
| 2023-06-30 | $699k | 3.4k | 207.06 |
| 2023-03-31 | $632k | 3.4k | 187.04 |
| 2022-12-31 | $576k | 3.4k | 170.52 |
| 2022-09-30 | $560k | 3.4k | 162.63 |
| 2022-06-30 | $594k | 3.4k | 172.50 |
| 2022-03-31 | $718k | 3.4k | 208.37 |
| 2021-12-31 | $760k | 3.5k | 219.02 |
| 2021-09-30 | $685k | 3.5k | 197.41 |
| 2021-06-30 | $681k | 3.5k | 196.25 |
| 2021-03-31 | $624k | 3.5k | 179.83 |
| 2020-12-31 | $626k | 3.6k | 171.55 |
| 2020-09-30 | $568k | 3.6k | 155.66 |
| 2020-06-30 | $555k | 3.9k | 142.34 |
| 2020-03-31 | $466k | 3.9k | 118.61 |
| 2019-12-31 | $620k | 4.3k | 144.05 |
| 2019-09-30 | $637k | 4.8k | 131.50 |
| 2019-06-30 | $1.1M | 8.2k | 129.53 |