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iShares S&P 500 Index shares owned by Summit Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Summit Capital Management from 13F filings

Historical chart of Summit Capital Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Summit Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Summit Capital Management

Quarter filed Position value Share count Share price at filing
2016-03-31 $1.9M 9.3k 206.69
2015-12-31 $2.2M 11k 204.90
2015-09-30 $910k 4.7k 192.67
2015-06-30 $928k 4.5k 207.14
2012-12-31 $1.0M 7.0k 143.12
2012-09-30 $1.2M 8.5k 144.40
2012-06-30 $7.5M 55k 136.75