ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 52,809 Value ($000) $7,852 Avg Close — Range —
Q3 2025
Shares 51,022 Value ($000) $7,431 Avg Close — Range —
Q2 2025
Shares 50,643 Value ($000) $6,839 Avg Close — Range —
Q1 2025
Shares 54,917 Value ($000) $6,700 Avg Close — Range —
Q4 2024
Shares 56,174 Value ($000) $7,225 Avg Close — Range —
Q3 2024
Shares 58,743 Value ($000) $7,379 Avg Close — Range —
Q2 2024
Shares 51,222 Value ($000) $6,084 Avg Close — Range —
Q1 2024
Shares 53,286 Value ($000) $6,144 Avg Close — Range —
Q4 2023
Shares 53,566 Value ($000) $5,637 Avg Close — Range —
Q3 2023
Shares 57,062 Value ($000) $5,375 Avg Close — Range —
Q2 2023
Shares 56,322 Value ($000) $5,511 Avg Close — Range —
Q1 2023
Shares 57,190 Value ($000) $5,179 Avg Close — Range —
Q4 2022
Shares 60,743 Value ($000) $5,151 Avg Close — Range —
Q3 2022
Shares 64,091 Value ($000) $5,098 Avg Close — Range —
Q2 2022
Shares 67,532 Value ($000) $5,658 Avg Close — Range —
Q1 2022
Shares 53,128 Value ($000) $5,363 Avg Close — Range —
Q4 2021
Shares 50,371 Value ($000) $5,389 Avg Close — Range —
Q3 2021
Shares 46,031 Value ($000) $4,529 Avg Close — Range —
Q2 2021
Shares 45,134 Value ($000) $4,457 Avg Close — Range —
Q1 2021
Shares 44,346 Value ($000) $4,062 Avg Close — Range —
Q4 2020
Shares 42,813 Value ($000) $3,691 Avg Close — Range —
Q3 2020
Shares 40,478 Value ($000) $3,056 Avg Close — Range —
Q2 2020
Shares 37,914 Value ($000) $2,633 Avg Close — Range —
Q1 2020
Shares 37,340 Value ($000) $2,136 Avg Close — Range —
Q4 2019
Shares 34,461 Value ($000) $2,505 Avg Close — Range —