iShares S&P 100 Index shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by Summit Wealth Partners 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 Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 4.9k | 332.84 |
| 2025-06-30 | $1.5M | 4.8k | 304.35 |
| 2025-03-31 | $808k | 3.0k | 270.83 |
| 2024-12-31 | $340k | 1.2k | 288.85 |
| 2024-09-30 | $326k | 1.2k | 276.76 |
| 2024-06-30 | $311k | 1.2k | 264.30 |
| 2024-03-31 | $291k | 1.2k | 247.41 |
| 2023-12-31 | $270k | 1.2k | 223.39 |
| 2023-09-30 | $217k | 1.1k | 200.64 |
| 2023-06-30 | $224k | 1.1k | 207.06 |
| 2023-03-31 | $231k | 1.2k | 187.04 |
| 2022-12-31 | $210k | 1.2k | 170.57 |