ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q3 2025
Shares 1,612 Value ($000) $225 Avg Close — Range —
Q2 2025
Shares 1,633 Value ($000) $216 Avg Close — Range —
Q1 2025
Shares 1,926 Value ($000) $243 Avg Close — Range —
Q4 2024
Shares 2,016 Value ($000) $261 Avg Close — Range —
Q3 2024
Shares 3,286 Value ($000) $435 Avg Close — Range —
Q2 2024
Shares 3,509 Value ($000) $424 Avg Close — Range —
Q1 2024
Shares 4,529 Value ($000) $568 Avg Close — Range —
Q4 2023
Shares 4,055 Value ($000) $472 Avg Close — Range —
Q3 2023
Shares 4,134 Value ($000) $431 Avg Close — Range —
Q2 2023
Shares 4,472 Value ($000) $491 Avg Close — Range —
Q1 2023
Shares 4,420 Value ($000) $469 Avg Close — Range —
Q4 2022
Shares 4,259 Value ($000) $449 Avg Close — Range —
Q3 2022
Shares 4,249 Value ($000) $408 Avg Close — Range —
Q2 2022
Shares 5,313 Value ($000) $540 Avg Close — Range —
Q1 2022
Shares 7,357 Value ($000) $880 Avg Close — Range —
Q4 2021
Shares 7,291 Value ($000) $892 Avg Close — Range —
Q3 2021
Shares 6,818 Value ($000) $772 Avg Close — Range —
Q2 2021
Shares 6,830 Value ($000) $785 Avg Close — Range —
Q1 2021
Shares 6,664 Value ($000) $728 Avg Close — Range —
Q4 2020
Shares 3,837 Value ($000) $372 Avg Close — Range —
Q4 2019
Shares 2,571 Value ($000) $244 Avg Close — Range —