ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 47,972 Value ($000) $4,919 Avg Close — Range —
Q3 2025
Shares 47,639 Value ($000) $4,761 Avg Close — Range —
Q2 2025
Shares 47,821 Value ($000) $4,525 Avg Close — Range —
Q1 2025
Shares 40,341 Value ($000) $3,723 Avg Close — Range —
Q4 2024
Shares 36,434 Value ($000) $3,373 Avg Close — Range —
Q3 2024
Shares 34,440 Value ($000) $3,289 Avg Close — Range —
Q2 2024
Shares 33,927 Value ($000) $2,990 Avg Close — Range —
Q1 2024
Shares 33,219 Value ($000) $3,004 Avg Close — Range —
Q4 2023
Shares 33,209 Value ($000) $2,801 Avg Close — Range —
Q3 2023
Shares 32,776 Value ($000) $2,446 Avg Close — Range —
Q2 2023
Shares 26,076 Value ($000) $2,041 Avg Close — Range —
Q1 2023
Shares 26,323 Value ($000) $1,942 Avg Close — Range —
Q4 2022
Shares 26,929 Value ($000) $1,902 Avg Close — Range —
Q3 2022
Shares 26,773 Value ($000) $1,676 Avg Close — Range —
Q2 2022
Shares 26,590 Value ($000) $1,778 Avg Close — Range —
Q1 2022
Shares 24,239 Value ($000) $1,839 Avg Close — Range —
Q4 2021
Shares 24,122 Value ($000) $1,841 Avg Close — Range —
Q3 2021
Shares 21,928 Value ($000) $1,554 Avg Close — Range —
Q2 2021
Shares 21,648 Value ($000) $1,558 Avg Close — Range —
Q1 2021
Shares 19,641 Value ($000) $1,353 Avg Close — Range —
Q4 2020
Shares 19,542 Value ($000) $1,215 Avg Close — Range —
Q3 2020
Shares 19,592 Value ($000) $1,064 Avg Close — Range —
Q2 2020
Shares 19,451 Value ($000) $1,016 Avg Close — Range —
Q1 2020
Shares 19,340 Value ($000) $893 Avg Close — Range —
Q4 2019
Shares 19,405 Value ($000) $1,223 Avg Close — Range —