ISHARES TR

Ticker: IQLT CUSIP: 46434V456 Class: ETF

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

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

Q4 2025
Shares 242,304 Value ($000) $11,013 Avg Close — Range —
Q3 2025
Shares 252,364 Value ($000) $11,152 Avg Close — Range —
Q2 2025
Shares 255,315 Value ($000) $11,035 Avg Close — Range —
Q1 2025
Shares 261,769 Value ($000) $10,390 Avg Close — Range —
Q4 2024
Shares 265,521 Value ($000) $9,856 Avg Close — Range —
Q3 2024
Shares 288,790 Value ($000) $11,982 Avg Close — Range —
Q2 2024
Shares 294,522 Value ($000) $11,501 Avg Close — Range —
Q1 2024
Shares 319,904 Value ($000) $12,687 Avg Close — Range —
Q4 2023
Shares 322,702 Value ($000) $12,121 Avg Close — Range —
Q3 2023
Shares 322,482 Value ($000) $10,839 Avg Close — Range —
Q2 2023
Shares 310,564 Value ($000) $11,056 Avg Close — Range —
Q1 2023
Shares 312,008 Value ($000) $11,014 Avg Close — Range —
Q4 2022
Shares 324,866 Value ($000) $10,522 Avg Close — Range —
Q3 2022
Shares 332,368 Value ($000) $9,233 Avg Close — Range —
Q2 2022
Shares 336,084 Value ($000) $10,395 Avg Close — Range —
Q1 2022
Shares 381,395 Value ($000) $14,062 Avg Close — Range —
Q4 2021
Shares 371,933 Value ($000) $14,647 Avg Close — Range —
Q3 2021
Shares 350,912 Value ($000) $13,293 Avg Close — Range —
Q2 2021
Shares 322,376 Value ($000) $12,431 Avg Close — Range —
Q1 2021
Shares 10,311 Value ($000) $376 Avg Close — Range —
Q1 2020
Shares 11,919 Value ($000) $308 Avg Close — Range —
Q4 2019
Shares 15,807 Value ($000) $510 Avg Close — Range —