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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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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 $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