ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 128,870 Value ($000) $25,596 Avg Close — Range —
Q3 2025
Shares 131,808 Value ($000) $25,637 Avg Close — Range —
Q2 2025
Shares 135,950 Value ($000) $24,854 Avg Close — Range —
Q1 2025
Shares 139,479 Value ($000) $23,836 Avg Close — Range —
Q4 2024
Shares 139,181 Value ($000) $24,785 Avg Close — Range —
Q3 2024
Shares 146,467 Value ($000) $26,261 Avg Close — Range —
Q2 2024
Shares 148,404 Value ($000) $25,342 Avg Close — Range —
Q1 2024
Shares 153,838 Value ($000) $25,283 Avg Close — Range —
Q4 2023
Shares 156,200 Value ($000) $22,983 Avg Close — Range —
Q3 2023
Shares 157,542 Value ($000) $20,762 Avg Close — Range —
Q2 2023
Shares 158,534 Value ($000) $21,381 Avg Close — Range —
Q1 2023
Shares 163,932 Value ($000) $20,338 Avg Close — Range —
Q4 2022
Shares 168,315 Value ($000) $19,181 Avg Close — Range —
Q3 2022
Shares 171,986 Value ($000) $17,876 Avg Close — Range —
Q2 2022
Shares 179,565 Value ($000) $20,063 Avg Close — Range —
Q1 2022
Shares 194,907 Value ($000) $26,240 Avg Close — Range —
Q4 2021
Shares 199,030 Value ($000) $28,971 Avg Close — Range —
Q3 2021
Shares 193,555 Value ($000) $25,497 Avg Close — Range —
Q2 2021
Shares 188,683 Value ($000) $25,070 Avg Close — Range —
Q1 2021
Shares 185,015 Value ($000) $22,531 Avg Close — Range —
Q4 2020
Shares 179,155 Value ($000) $20,820 Avg Close — Range —
Q3 2020
Shares 174,799 Value ($000) $18,134 Avg Close — Range —
Q2 2020
Shares 173,413 Value ($000) $16,634 Avg Close — Range —
Q1 2020
Shares 166,478 Value ($000) $13,491 Avg Close — Range —
Q4 2019
Shares 152,978 Value ($000) $15,451 Avg Close — Range —