ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

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

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

Q4 2025
Shares 16,124 Value ($000) $2,276 Avg Close — Range —
Q3 2025
Shares 16,010 Value ($000) $2,275 Avg Close — Range —
Q2 2025
Shares 15,863 Value ($000) $2,107 Avg Close — Range —
Q1 2025
Shares 15,859 Value ($000) $2,130 Avg Close — Range —
Q4 2024
Shares 13,799 Value ($000) $1,812 Avg Close — Range —
Q3 2024
Shares 13,594 Value ($000) $1,836 Avg Close — Range —
Q2 2024
Shares 13,521 Value ($000) $1,636 Avg Close — Range —
Q1 2024
Shares 13,746 Value ($000) $1,693 Avg Close — Range —
Q4 2023
Shares 13,664 Value ($000) $1,602 Avg Close — Range —
Q3 2023
Shares 13,802 Value ($000) $1,486 Avg Close — Range —
Q2 2023
Shares 14,236 Value ($000) $1,613 Avg Close — Range —
Q1 2023
Shares 14,249 Value ($000) $1,670 Avg Close — Range —
Q4 2022
Shares 14,367 Value ($000) $1,733 Avg Close — Range —
Q3 2022
Shares 14,194 Value ($000) $1,522 Avg Close — Range —
Q2 2022
Shares 14,078 Value ($000) $1,657 Avg Close — Range —
Q1 2022
Shares 14,006 Value ($000) $1,795 Avg Close — Range —
Q4 2021
Shares 13,954 Value ($000) $1,711 Avg Close — Range —
Q3 2021
Shares 13,883 Value ($000) $1,593 Avg Close — Range —
Q2 2021
Shares 13,400 Value ($000) $1,563 Avg Close — Range —
Q1 2021
Shares 13,600 Value ($000) $1,552 Avg Close — Range —
Q4 2020
Shares 13,504 Value ($000) $1,299 Avg Close — Range —
Q3 2020
Shares 13,869 Value ($000) $1,131 Avg Close — Range —
Q2 2020
Shares 18,343 Value ($000) $1,481 Avg Close — Range —
Q1 2020
Shares 21,512 Value ($000) $1,582 Avg Close — Range —
Q4 2019
Shares 26,226 Value ($000) $2,771 Avg Close — Range —