ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 67,063 Value ($000) $4,426 Avg Close — Range —
Q3 2025
Shares 68,921 Value ($000) $4,498 Avg Close — Range —
Q2 2025
Shares 68,747 Value ($000) $4,264 Avg Close — Range —
Q1 2025
Shares 71,450 Value ($000) $4,169 Avg Close — Range —
Q4 2024
Shares 71,296 Value ($000) $4,442 Avg Close — Range —
Q3 2024
Shares 74,202 Value ($000) $4,624 Avg Close — Range —
Q2 2024
Shares 73,884 Value ($000) $4,324 Avg Close — Range —
Q1 2024
Shares 72,222 Value ($000) $4,387 Avg Close — Range —
Q4 2023
Shares 13,233 Value ($000) $3,667 Avg Close — Range —
Q3 2023
Shares 12,144 Value ($000) $3,028 Avg Close — Range —
Q2 2023
Shares 11,907 Value ($000) $3,113 Avg Close — Range —
Q1 2023
Shares 11,790 Value ($000) $2,949 Avg Close — Range —
Q4 2022
Shares 11,694 Value ($000) $2,829 Avg Close — Range —
Q3 2022
Shares 11,860 Value ($000) $2,600 Avg Close — Range —
Q2 2022
Shares 12,442 Value ($000) $2,815 Avg Close — Range —
Q1 2022
Shares 14,155 Value ($000) $3,798 Avg Close — Range —
Q4 2021
Shares 13,833 Value ($000) $3,916 Avg Close — Range —
Q3 2021
Shares 12,858 Value ($000) $3,383 Avg Close — Range —
Q2 2021
Shares 13,003 Value ($000) $3,494 Avg Close — Range —
Q1 2021
Shares 12,493 Value ($000) $3,252 Avg Close — Range —
Q4 2020
Shares 12,790 Value ($000) $2,939 Avg Close — Range —
Q3 2020
Shares 15,028 Value ($000) $2,785 Avg Close — Range —
Q2 2020
Shares 14,503 Value ($000) $2,579 Avg Close — Range —
Q1 2020
Shares 7,627 Value ($000) $1,097 Avg Close — Range —
Q4 2019
Shares 6,922 Value ($000) $1,425 Avg Close — Range —