ISHARES TR

Ticker: EFAV CUSIP: 46429B689 Class: ETF

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

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

Q4 2025
Shares 4,055 Value ($000) $350 Avg Close Range
Q3 2025
Shares 4,011 Value ($000) $340 Avg Close Range
Q2 2025
Shares 4,108 Value ($000) $345 Avg Close Range
Q1 2025
Shares 4,048 Value ($000) $315 Avg Close Range
Q4 2024
Shares 4,176 Value ($000) $295 Avg Close Range
Q3 2024
Shares 4,138 Value ($000) $317 Avg Close Range
Q2 2024
Shares 4,289 Value ($000) $297 Avg Close Range
Q1 2024
Shares 4,227 Value ($000) $300 Avg Close Range
Q4 2023
Shares 4,378 Value ($000) $304 Avg Close Range
Q3 2023
Shares 4,285 Value ($000) $279 Avg Close Range
Q2 2023
Shares 4,649 Value ($000) $314 Avg Close Range
Q1 2023
Shares 4,591 Value ($000) $311 Avg Close Range
Q4 2022
Shares 4,761 Value ($000) $303 Avg Close Range
Q3 2022
Shares 4,729 Value ($000) $270 Avg Close Range
Q2 2022
Shares 5,768 Value ($000) $365 Avg Close Range
Q1 2022
Shares 5,675 Value ($000) $409 Avg Close Range
Q4 2021
Shares 8,353 Value ($000) $641 Avg Close Range
Q3 2021
Shares 8,231 Value ($000) $620 Avg Close Range
Q2 2021
Shares 14,815 Value ($000) $1,119 Avg Close Range
Q1 2021
Shares 176,841 Value ($000) $12,908 Avg Close Range
Q4 2020
Shares 168,685 Value ($000) $12,383 Avg Close Range
Q3 2020
Shares 144,006 Value ($000) $9,811 Avg Close Range
Q2 2020
Shares 145,597 Value ($000) $9,618 Avg Close Range
Q1 2020
Shares 149,000 Value ($000) $9,245 Avg Close Range
Q4 2019
Shares 155,527 Value ($000) $11,593 Avg Close Range