ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q3 2024
Shares 1,783 Value ($000) $297 Avg Close — Range —
Q2 2022
Shares 1,599 Value ($000) $218 Avg Close — Range —
Q1 2022
Shares 2,030 Value ($000) $328 Avg Close — Range —
Q4 2021
Shares 2,017 Value ($000) $335 Avg Close — Range —
Q3 2021
Shares 2,017 Value ($000) $323 Avg Close — Range —
Q2 2021
Shares 1,944 Value ($000) $322 Avg Close — Range —
Q1 2021
Shares 1,861 Value ($000) $297 Avg Close — Range —
Q4 2020
Shares 1,751 Value ($000) $231 Avg Close — Range —