ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 25,335 Value ($000) $9,461 Avg Close — Range —
Q3 2025
Shares 25,748 Value ($000) $9,410 Avg Close — Range —
Q2 2025
Shares 26,266 Value ($000) $8,919 Avg Close — Range —
Q1 2025
Shares 27,629 Value ($000) $8,475 Avg Close — Range —
Q4 2024
Shares 28,140 Value ($000) $9,066 Avg Close — Range —
Q3 2024
Shares 31,423 Value ($000) $9,879 Avg Close — Range —
Q2 2024
Shares 32,751 Value ($000) $9,745 Avg Close — Range —
Q1 2024
Shares 36,490 Value ($000) $10,510 Avg Close — Range —
Q4 2023
Shares 34,429 Value ($000) $9,029 Avg Close — Range —
Q3 2023
Shares 33,516 Value ($000) $7,873 Avg Close — Range —
Q2 2023
Shares 34,192 Value ($000) $8,334 Avg Close — Range —
Q1 2023
Shares 35,039 Value ($000) $7,892 Avg Close — Range —
Q4 2022
Shares 35,256 Value ($000) $7,422 Avg Close — Range —
Q3 2022
Shares 34,983 Value ($000) $6,903 Avg Close — Range —
Q2 2022
Shares 37,606 Value ($000) $7,813 Avg Close — Range —
Q1 2022
Shares 42,425 Value ($000) $10,609 Avg Close — Range —
Q4 2021
Shares 42,650 Value ($000) $11,278 Avg Close — Range —
Q3 2021
Shares 42,893 Value ($000) $10,368 Avg Close — Range —
Q2 2021
Shares 43,602 Value ($000) $10,555 Avg Close — Range —
Q1 2021
Shares 41,863 Value ($000) $9,370 Avg Close — Range —
Q4 2020
Shares 40,354 Value ($000) $8,549 Avg Close — Range —
Q3 2020
Shares 29,300 Value ($000) $5,484 Avg Close — Range —
Q2 2020
Shares 26,647 Value ($000) $4,575 Avg Close — Range —
Q1 2020
Shares 25,445 Value ($000) $3,601 Avg Close — Range —
Q4 2019
Shares 24,456 Value ($000) $4,364 Avg Close — Range —