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 |
|---|---|---|---|
| 2024-09-30 | $2.9M | 11k | 276.76 |
| 2024-06-30 | $2.8M | 10k | 264.30 |
| 2024-03-31 | $2.6M | 10k | 247.41 |
| 2023-12-31 | $2.3M | 11k | 223.39 |
| 2023-09-30 | $2.1M | 11k | 201.38 |
| 2023-06-30 | $2.1M | 10k | 207.06 |