ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 1,660 Value ($000) $536 Avg Close Range
Q3 2025
Shares 1,660 Value ($000) $531 Avg Close Range
Q2 2025
Shares 1,762 Value ($000) $504 Avg Close Range
Q1 2025
Shares 1,762 Value ($000) $450 Avg Close Range
Q4 2024
Shares 1,762 Value ($000) $507 Avg Close Range
Q3 2024
Shares 1,796 Value ($000) $510 Avg Close Range
Q2 2024
Shares 1,796 Value ($000) $472 Avg Close Range
Q1 2024
Shares 1,796 Value ($000) $486 Avg Close Range
Q4 2023
Shares 1,796 Value ($000) $453 Avg Close Range
Q3 2023
Shares 1,796 Value ($000) $403 Avg Close Range
Q2 2023
Shares 1,796 Value ($000) $436 Avg Close Range
Q1 2023
Shares 1,796 Value ($000) $407 Avg Close Range
Q4 2022
Shares 1,796 Value ($000) $385 Avg Close Range
Q3 2022
Shares 1,803 Value ($000) $372 Avg Close Range
Q2 2022
Shares 1,796 Value ($000) $371 Avg Close Range
Q1 2022
Shares 1,796 Value ($000) $459 Avg Close Range
Q4 2021
Shares 1,796 Value ($000) $526 Avg Close Range
Q3 2021
Shares 1,922 Value ($000) $564 Avg Close Range
Q2 2021
Shares 1,922 Value ($000) $599 Avg Close Range
Q1 2021
Shares 1,922 Value ($000) $578 Avg Close Range
Q4 2020
Shares 1,926 Value ($000) $552 Avg Close Range
Q3 2020
Shares 1,926 Value ($000) $427 Avg Close Range
Q2 2020
Shares 1,926 Value ($000) $398 Avg Close Range
Q1 2020
Shares 1,926 Value ($000) $305 Avg Close Range