ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 10,566 Value ($000) $5,001 Avg Close Range
Q3 2025
Shares 11,106 Value ($000) $5,202 Avg Close Range
Q2 2025
Shares 11,201 Value ($000) $4,756 Avg Close Range
Q1 2025
Shares 11,379 Value ($000) $4,109 Avg Close Range
Q4 2024
Shares 11,473 Value ($000) $4,607 Avg Close Range
Q3 2024
Shares 10,734 Value ($000) $4,029 Avg Close Range
Q2 2024
Shares 11,394 Value ($000) $4,153 Avg Close Range
Q1 2024
Shares 11,580 Value ($000) $3,903 Avg Close Range
Q4 2023
Shares 11,618 Value ($000) $3,522 Avg Close Range
Q3 2023
Shares 12,326 Value ($000) $3,278 Avg Close Range
Q2 2023
Shares 12,206 Value ($000) $3,359 Avg Close Range
Q1 2023
Shares 12,843 Value ($000) $3,138 Avg Close Range
Q4 2022
Shares 11,714 Value ($000) $2,510 Avg Close Range
Q3 2022
Shares 15,641 Value ($000) $3,291 Avg Close Range
Q2 2022
Shares 18,479 Value ($000) $4,041 Avg Close Range
Q1 2022
Shares 14,103 Value ($000) $3,915 Avg Close Range
Q4 2021
Shares 8,013 Value ($000) $2,449 Avg Close Range
Q3 2021
Shares 7,097 Value ($000) $1,945 Avg Close Range
Q2 2021
Shares 7,097 Value ($000) $1,927 Avg Close Range
Q1 2021
Shares 7,669 Value ($000) $1,864 Avg Close Range
Q4 2020
Shares 7,745 Value ($000) $1,868 Avg Close Range
Q3 2020
Shares 7,125 Value ($000) $1,545 Avg Close Range
Q2 2020
Shares 7,759 Value ($000) $1,489 Avg Close Range
Q1 2020
Shares 7,819 Value ($000) $1,178 Avg Close Range
Q4 2019
Shares 6,055 Value ($000) $1,065 Avg Close Range
Q3 2019
Shares 6,316 Value ($000) $1,008 Avg Close Range
Q2 2019
Shares 6,689 Value ($000) $1,053 Avg Close Range
Q1 2019
Shares 7,268 Value ($000) $1,100 Avg Close Range
Q4 2018
Shares 7,263 Value ($000) $951 Avg Close Range