Ownership history in Summa Corp. · 9 quarters on record
This page tracks every 13F SEC filing in which Summa Corp. reported a position in ISHARES TR (IEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 13,912 | +2,061 | +17.4% | 0.57% | $1.3M | $95.57 |
| 2025 Q3 | ADDED | 11,851 | +5,351 | +82.3% | 0.50% | $1.1M | $94.69 |
| 2025 Q2 | REDUCED | 6,500 | -430 | -6.2% | 0.32% | $623K | $93.10 |
| 2025 Q1 | UNCHANGED | 6,930 | — | 0% | 0.38% | $661K | $91.82 |
As of 2025 Q4 — sorted by position size