ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 27,192 Value ($000) $3,268 Avg Close — Range —
Q3 2025
Shares 29,905 Value ($000) $3,554 Avg Close — Range —
Q2 2025
Shares 29,569 Value ($000) $3,232 Avg Close — Range —
Q1 2025
Shares 31,586 Value ($000) $3,303 Avg Close — Range —
Q4 2024
Shares 31,785 Value ($000) $3,662 Avg Close — Range —
Q3 2024
Shares 32,592 Value ($000) $3,812 Avg Close — Range —
Q2 2024
Shares 31,286 Value ($000) $3,337 Avg Close — Range —
Q1 2024
Shares 26,868 Value ($000) $2,969 Avg Close — Range —
Q4 2023
Shares 22,314 Value ($000) $2,415 Avg Close — Range —
Q3 2023
Shares 19,371 Value ($000) $1,827 Avg Close — Range —
Q2 2023
Shares 17,347 Value ($000) $1,729 Avg Close — Range —
Q1 2023
Shares 17,177 Value ($000) $1,661 Avg Close — Range —
Q4 2022
Shares 16,830 Value ($000) $1,593 Avg Close — Range —
Q3 2022
Shares 15,008 Value ($000) $1,309 Avg Close — Range —
Q2 2022
Shares 15,914 Value ($000) $1,471 Avg Close — Range —
Q1 2022
Shares 18,201 Value ($000) $1,964 Avg Close — Range —
Q4 2021
Shares 18,203 Value ($000) $2,084 Avg Close — Range —
Q3 2021
Shares 18,420 Value ($000) $2,011 Avg Close — Range —
Q2 2021
Shares 18,559 Value ($000) $2,097 Avg Close — Range —
Q1 2021
Shares 17,950 Value ($000) $1,948 Avg Close — Range —
Q4 2020
Shares 18,414 Value ($000) $1,692 Avg Close — Range —
Q3 2020
Shares 18,237 Value ($000) $1,281 Avg Close — Range —
Q2 2020
Shares 19,919 Value ($000) $1,360 Avg Close — Range —
Q1 2020
Shares 14,010 Value ($000) $786 Avg Close — Range —
Q4 2019
Shares 11,962 Value ($000) $1,003 Avg Close — Range —