ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 188,694 Value ($000) $17,767 Avg Close — Range —
Q3 2025
Shares 203,925 Value ($000) $19,401 Avg Close — Range —
Q2 2025
Shares 203,668 Value ($000) $19,118 Avg Close — Range —
Q1 2025
Shares 195,162 Value ($000) $18,279 Avg Close — Range —
Q4 2024
Shares 199,907 Value ($000) $17,750 Avg Close — Range —
Q3 2024
Shares 219,886 Value ($000) $20,078 Avg Close — Range —
Q2 2024
Shares 222,406 Value ($000) $18,673 Avg Close — Range —
Q1 2024
Shares 250,648 Value ($000) $20,949 Avg Close — Range —
Q4 2023
Shares 260,850 Value ($000) $20,354 Avg Close — Range —
Q3 2023
Shares 275,693 Value ($000) $19,955 Avg Close — Range —
Q2 2023
Shares 279,595 Value ($000) $20,782 Avg Close — Range —
Q1 2023
Shares 282,429 Value ($000) $20,544 Avg Close — Range —
Q4 2022
Shares 292,189 Value ($000) $21,067 Avg Close — Range —
Q3 2022
Shares 303,669 Value ($000) $20,073 Avg Close — Range —
Q2 2022
Shares 310,886 Value ($000) $21,827 Avg Close — Range —
Q1 2022
Shares 327,456 Value ($000) $25,401 Avg Close — Range —
Q4 2021
Shares 335,115 Value ($000) $27,111 Avg Close — Range —
Q3 2021
Shares 330,059 Value ($000) $24,259 Avg Close — Range —
Q2 2021
Shares 316,955 Value ($000) $23,331 Avg Close — Range —
Q1 2021
Shares 309,172 Value ($000) $21,392 Avg Close — Range —
Q4 2020
Shares 296,996 Value ($000) $20,160 Avg Close — Range —
Q3 2020
Shares 276,815 Value ($000) $17,641 Avg Close — Range —
Q2 2020
Shares 279,679 Value ($000) $16,957 Avg Close — Range —
Q1 2020
Shares 274,596 Value ($000) $14,831 Avg Close — Range —
Q4 2019
Shares 265,528 Value ($000) $17,419 Avg Close — Range —