ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025
Shares 52,991 Value ($000) $13,264 Avg Close — Range —
Q3 2025
Shares 53,222 Value ($000) $13,649 Avg Close — Range —
Q2 2025
Shares 56,591 Value ($000) $14 Avg Close — Range —
Q1 2025
Shares 66,048 Value ($000) $13 Avg Close — Range —
Q4 2024
Shares 66,579 Value ($000) $14 Avg Close — Range —
Q3 2024
Shares 63,715 Value ($000) $13 Avg Close — Range —
Q2 2024
Shares 87,738 Value ($000) $17 Avg Close — Range —
Q1 2024
Shares 88,169 Value ($000) $17 Avg Close — Range —
Q4 2023
Shares 88,066 Value ($000) $14 Avg Close — Range —
Q3 2023
Shares 86,376 Value ($000) $12 Avg Close — Range —
Q2 2023
Shares 85,050 Value ($000) $12 Avg Close — Range —
Q1 2023
Shares 10,831,939 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 66,921 Value ($000) $10 Avg Close — Range —
Q3 2022
Shares 68,328 Value ($000) $8,963 Avg Close — Range —
Q2 2022
Shares 64,008 Value ($000) $8,729 Avg Close — Range —
Q1 2022
Shares 61,526 Value ($000) $10,353 Avg Close — Range —
Q4 2021
Shares 54,932 Value ($000) $9,988 Avg Close — Range —
Q3 2021
Shares 53,896 Value ($000) $9,464 Avg Close — Range —
Q2 2021
Shares 48,083 Value ($000) $8,339 Avg Close — Range —
Q1 2021
Shares 45,075 Value ($000) $7,251 Avg Close — Range —
Q4 2020
Shares 41,488 Value ($000) $6,692 Avg Close — Range —