ISHARES TR

Ticker: IDV CUSIP: 464288448 Class: INTL SEL DIV ETF

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

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

Q4 2025
Shares 5,324 Value ($000) $210 Avg Close — Range —
Q3 2024
Shares 6,999 Value ($000) $212 Avg Close — Range —
Q1 2024
Shares 17,506 Value ($000) $491 Avg Close — Range —
Q4 2023
Shares 19,138 Value ($000) $536 Avg Close — Range —
Q3 2023
Shares 24,806 Value ($000) $630 Avg Close — Range —
Q2 2023
Shares 23,565 Value ($000) $620 Avg Close — Range —
Q1 2023
Shares 23,875 Value ($000) $656 Avg Close — Range —
Q4 2022
Shares 23,869 Value ($000) $648 Avg Close — Range —
Q3 2022
Shares 19,428 Value ($000) $438 Avg Close — Range —
Q2 2022
Shares 17,612 Value ($000) $478 Avg Close — Range —