ISHARES TR

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

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

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

Q4 2025
Shares 55,777 Value ($000) $26,399 Avg Close — Range —
Q3 2025
Shares 56,018 Value ($000) $26,239 Avg Close — Range —
Q2 2025
Shares 56,061 Value ($000) $23,802 Avg Close — Range —
Q1 2025
Shares 52,672 Value ($000) $19,019 Avg Close — Range —
Q4 2024
Shares 52,358 Value ($000) $21,026 Avg Close — Range —
Q3 2024
Shares 54,664 Value ($000) $20,520 Avg Close — Range —
Q2 2024
Shares 55,567 Value ($000) $20,255 Avg Close — Range —
Q1 2024
Shares 59,253 Value ($000) $19,971 Avg Close — Range —
Q4 2023
Shares 60,875 Value ($000) $18,455 Avg Close — Range —
Q3 2023
Shares 62,304 Value ($000) $16,572 Avg Close — Range —
Q2 2023
Shares 62,578 Value ($000) $17,220 Avg Close — Range —
Q1 2023
Shares 64,864 Value ($000) $15,848 Avg Close — Range —
Q4 2022
Shares 63,405 Value ($000) $13,584 Avg Close — Range —
Q3 2022
Shares 66,941 Value ($000) $14,084 Avg Close — Range —
Q2 2022
Shares 70,837 Value ($000) $15,492 Avg Close — Range —
Q1 2022
Shares 77,174 Value ($000) $21,426 Avg Close — Range —
Q4 2021
Shares 77,923 Value ($000) $23,813 Avg Close — Range —
Q3 2021
Shares 77,129 Value ($000) $21,137 Avg Close — Range —
Q2 2021
Shares 76,066 Value ($000) $20,650 Avg Close — Range —
Q1 2021
Shares 74,328 Value ($000) $18,065 Avg Close — Range —
Q4 2020
Shares 71,013 Value ($000) $17,124 Avg Close — Range —
Q3 2020
Shares 66,176 Value ($000) $14,353 Avg Close — Range —
Q2 2020
Shares 63,246 Value ($000) $12,140 Avg Close — Range —
Q1 2020
Shares 63,182 Value ($000) $9,518 Avg Close — Range —
Q4 2019
Shares 63,983 Value ($000) $11,256 Avg Close — Range —