ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q3 2024
Shares 10,570 Value ($000) $1,240 Avg Close — Range —
Q2 2024
Shares 10,713 Value ($000) $1,182 Avg Close — Range —
Q1 2024
Shares 9,902 Value ($000) $1,130 Avg Close — Range —
Q4 2023
Shares 6,245 Value ($000) $652 Avg Close — Range —
Q3 2023
Shares 5,960 Value ($000) $544 Avg Close — Range —
Q2 2023
Shares 6,013 Value ($000) $581 Avg Close — Range —
Q1 2023
Shares 6,011 Value ($000) $547 Avg Close — Range —
Q4 2022
Shares 6,011 Value ($000) $502 Avg Close — Range —
Q3 2022
Shares 6,339 Value ($000) $497 Avg Close — Range —
Q2 2022
Shares 4,974 Value ($000) $394 Avg Close — Range —
Q1 2022
Shares 7,989 Value ($000) $803 Avg Close — Range —
Q4 2021
Shares 8,116 Value ($000) $935 Avg Close — Range —
Q3 2021
Shares 8,037 Value ($000) $901 Avg Close — Range —
Q2 2021
Shares 8,161 Value ($000) $924 Avg Close — Range —
Q1 2021
Shares 8,214 Value ($000) $838 Avg Close — Range —
Q4 2020
Shares 7,021 Value ($000) $721 Avg Close — Range —
Q3 2020
Shares 3,159 Value ($000) $546 Avg Close — Range —
Q2 2020
Shares 3,125 Value ($000) $494 Avg Close — Range —
Q1 2020
Shares 3,121 Value ($000) $379 Avg Close — Range —
Q4 2019
Shares 3,049 Value ($000) $465 Avg Close — Range —