ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 24,864 Value ($000) $6,121 Avg Close — Range —
Q3 2025
Shares 26,330 Value ($000) $6,371 Avg Close — Range —
Q2 2025
Shares 27,684 Value ($000) $5,974 Avg Close — Range —
Q1 2025
Shares 29,894 Value ($000) $5,963 Avg Close — Range —
Q4 2024
Shares 31,561 Value ($000) $6,974 Avg Close — Range —
Q3 2024
Shares 33,142 Value ($000) $7,321 Avg Close — Range —
Q2 2024
Shares 33,963 Value ($000) $6,891 Avg Close — Range —
Q1 2024
Shares 35,552 Value ($000) $7,476 Avg Close — Range —
Q4 2023
Shares 35,974 Value ($000) $7,220 Avg Close — Range —
Q3 2023
Shares 37,751 Value ($000) $6,672 Avg Close — Range —
Q2 2023
Shares 38,402 Value ($000) $7,192 Avg Close — Range —
Q1 2023
Shares 38,308 Value ($000) $6,834 Avg Close — Range —
Q4 2022
Shares 39,346 Value ($000) $6,860 Avg Close — Range —
Q3 2022
Shares 42,027 Value ($000) $6,931 Avg Close — Range —
Q2 2022
Shares 42,649 Value ($000) $7,223 Avg Close — Range —
Q1 2022
Shares 46,650 Value ($000) $9,576 Avg Close — Range —
Q4 2021
Shares 46,036 Value ($000) $10,241 Avg Close — Range —
Q3 2021
Shares 46,007 Value ($000) $10,064 Avg Close — Range —
Q2 2021
Shares 44,069 Value ($000) $10,108 Avg Close — Range —
Q1 2021
Shares 45,041 Value ($000) $9,951 Avg Close — Range —
Q4 2020
Shares 41,742 Value ($000) $8,184 Avg Close — Range —
Q3 2020
Shares 41,198 Value ($000) $6,171 Avg Close — Range —
Q2 2020
Shares 43,849 Value ($000) $6,278 Avg Close — Range —
Q1 2020
Shares 44,697 Value ($000) $5,116 Avg Close — Range —
Q4 2019
Shares 37,248 Value ($000) $6,171 Avg Close — Range —