ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 59,508 Value ($000) $12,517 Avg Close Range
Q3 2025
Shares 61,041 Value ($000) $12,427 Avg Close Range
Q2 2025
Shares 61,226 Value ($000) $11,892 Avg Close Range
Q1 2025
Shares 61,519 Value ($000) $11,575 Avg Close Range
Q4 2024
Shares 64,496 Value ($000) $11,940 Avg Close Range
Q3 2024
Shares 64,746 Value ($000) $12,289 Avg Close Range
Q2 2024
Shares 67,462 Value ($000) $11,770 Avg Close Range
Q1 2024
Shares 67,914 Value ($000) $12,164 Avg Close Range
Q4 2023
Shares 68,284 Value ($000) $11,284 Avg Close Range
Q3 2023
Shares 77,032 Value ($000) $11,695 Avg Close Range
Q2 2023
Shares 75,638 Value ($000) $11,938 Avg Close Range
Q1 2023
Shares 70,340 Value ($000) $10,710 Avg Close Range
Q4 2022
Shares 54,586 Value ($000) $8,278 Avg Close Range
Q3 2022
Shares 47,632 Value ($000) $6,477 Avg Close Range
Q2 2022
Shares 49,786 Value ($000) $7,217 Avg Close Range
Q1 2022
Shares 45,560 Value ($000) $7,562 Avg Close Range
Q4 2021
Shares 41,209 Value ($000) $6,920 Avg Close Range
Q3 2021
Shares 39,307 Value ($000) $6,152 Avg Close Range
Q2 2021
Shares 38,610 Value ($000) $6,124 Avg Close Range
Q1 2021
Shares 37,829 Value ($000) $5,733 Avg Close Range
Q4 2020
Shares 36,821 Value ($000) $5,035 Avg Close Range
Q3 2020
Shares 37,696 Value ($000) $4,453 Avg Close Range
Q2 2020
Shares 38,528 Value ($000) $4,339 Avg Close Range
Q1 2020
Shares 33,951 Value ($000) $3,367 Avg Close Range
Q4 2019
Shares 6,493 Value ($000) $886 Avg Close Range
Q3 2019
Shares 6,825 Value ($000) $875 Avg Close Range
Q2 2019
Shares 7,328 Value ($000) $932 Avg Close Range
Q1 2019
Shares 8,706 Value ($000) $1,075 Avg Close Range
Q4 2018
Shares 8,690 Value ($000) $965 Avg Close Range