ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

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

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

Q4 2025
Shares 48,626 Value ($000) $5,913 Avg Close — Range —
Q3 2025
Shares 48,010 Value ($000) $5,879 Avg Close — Range —
Q2 2025
Shares 48,689 Value ($000) $5,705 Avg Close — Range —
Q1 2025
Shares 43,550 Value ($000) $5,275 Avg Close — Range —
Q4 2024
Shares 41,279 Value ($000) $4,634 Avg Close — Range —
Q3 2024
Shares 41,501 Value ($000) $4,881 Avg Close — Range —
Q2 2024
Shares 41,446 Value ($000) $4,505 Avg Close — Range —
Q1 2024
Shares 42,038 Value ($000) $4,633 Avg Close — Range —
Q4 2023
Shares 42,744 Value ($000) $4,359 Avg Close — Range —
Q3 2023
Shares 42,930 Value ($000) $4,245 Avg Close — Range —
Q2 2023
Shares 47,623 Value ($000) $4,800 Avg Close — Range —
Q1 2023
Shares 47,379 Value ($000) $4,817 Avg Close — Range —
Q4 2022
Shares 47,615 Value ($000) $4,963 Avg Close — Range —
Q3 2022
Shares 44,857 Value ($000) $4,095 Avg Close — Range —
Q2 2022
Shares 45,739 Value ($000) $4,594 Avg Close — Range —
Q1 2022
Shares 42,322 Value ($000) $4,524 Avg Close — Range —
Q4 2021
Shares 37,950 Value ($000) $3,833 Avg Close — Range —
Q3 2021
Shares 35,273 Value ($000) $3,325 Avg Close — Range —
Q2 2021
Shares 36,576 Value ($000) $3,531 Avg Close — Range —
Q1 2021
Shares 36,693 Value ($000) $3,482 Avg Close — Range —
Q4 2020
Shares 36,383 Value ($000) $3,190 Avg Close — Range —
Q3 2020
Shares 36,408 Value ($000) $2,930 Avg Close — Range —
Q2 2020
Shares 40,066 Value ($000) $3,251 Avg Close — Range —
Q1 2020
Shares 40,013 Value ($000) $2,863 Avg Close — Range —
Q4 2019
Shares 40,361 Value ($000) $3,958 Avg Close — Range —