ISHARES TR

Ticker: IXN CUSIP: 464287291 Class: GLOBAL TECH ETF

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

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

Q3 2025
Shares 3,949 Value ($000) $408 Avg Close — Range —
Q2 2025
Shares 3,949 Value ($000) $365 Avg Close — Range —
Q1 2025
Shares 3,949 Value ($000) $299 Avg Close — Range —
Q4 2024
Shares 3,949 Value ($000) $335 Avg Close — Range —
Q3 2024
Shares 3,949 Value ($000) $326 Avg Close — Range —
Q2 2024
Shares 3,949 Value ($000) $327 Avg Close — Range —
Q1 2024
Shares 3,949 Value ($000) $295 Avg Close — Range —
Q4 2023
Shares 3,949 Value ($000) $269 Avg Close — Range —
Q3 2023
Shares 3,949 Value ($000) $228 Avg Close — Range —
Q2 2023
Shares 3,949 Value ($000) $246 Avg Close — Range —
Q1 2023
Shares 3,949 Value ($000) $215 Avg Close — Range —
Q3 2022
Shares 7,252 Value ($000) $306 Avg Close — Range —
Q2 2022
Shares 11,014 Value ($000) $503 Avg Close — Range —
Q1 2022
Shares 11,106 Value ($000) $644 Avg Close — Range —
Q4 2021
Shares 12,370 Value ($000) $796 Avg Close — Range —
Q3 2021
Shares 12,351 Value ($000) $700 Avg Close — Range —
Q2 2021
Shares 2,036 Value ($000) $687 Avg Close — Range —
Q1 2021
Shares 1,432 Value ($000) $441 Avg Close — Range —
Q4 2020
Shares 1,417 Value ($000) $425 Avg Close — Range —
Q3 2020
Shares 1,417 Value ($000) $374 Avg Close — Range —