ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 73,232 Value ($000) $7,050 Avg Close — Range —
Q3 2025
Shares 77,392 Value ($000) $7,472 Avg Close — Range —
Q2 2025
Shares 80,730 Value ($000) $7,425 Avg Close — Range —
Q1 2025
Shares 85,716 Value ($000) $7,292 Avg Close — Range —
Q4 2024
Shares 88,365 Value ($000) $7,811 Avg Close — Range —
Q3 2024
Shares 95,842 Value ($000) $8,448 Avg Close — Range —
Q2 2024
Shares 101,034 Value ($000) $8,192 Avg Close — Range —
Q1 2024
Shares 107,942 Value ($000) $9,077 Avg Close — Range —
Q4 2023
Shares 110,789 Value ($000) $8,612 Avg Close — Range —
Q3 2023
Shares 113,084 Value ($000) $7,831 Avg Close — Range —
Q2 2023
Shares 110,046 Value ($000) $8,037 Avg Close — Range —
Q1 2023
Shares 111,412 Value ($000) $7,790 Avg Close — Range —
Q4 2022
Shares 115,197 Value ($000) $7,770 Avg Close — Range —
Q3 2022
Shares 117,370 Value ($000) $7,295 Avg Close — Range —
Q2 2022
Shares 123,664 Value ($000) $7,996 Avg Close — Range —
Q1 2022
Shares 139,856 Value ($000) $10,914 Avg Close — Range —
Q4 2021
Shares 152,726 Value ($000) $12,678 Avg Close — Range —
Q3 2021
Shares 151,312 Value ($000) $11,836 Avg Close — Range —
Q2 2021
Shares 143,690 Value ($000) $11,386 Avg Close — Range —
Q1 2021
Shares 144,637 Value ($000) $10,693 Avg Close — Range —
Q4 2020
Shares 136,859 Value ($000) $9,382 Avg Close — Range —
Q3 2020
Shares 112,524 Value ($000) $6,457 Avg Close — Range —
Q2 2020
Shares 119,825 Value ($000) $6,423 Avg Close — Range —
Q1 2020
Shares 122,130 Value ($000) $5,272 Avg Close — Range —
Q4 2019
Shares 110,148 Value ($000) $6,567 Avg Close — Range —