ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 38,877 Value ($000) $2,699 Avg Close — Range —
Q3 2025
Shares 38,664 Value ($000) $2,632 Avg Close — Range —
Q2 2025
Shares 38,484 Value ($000) $2,461 Avg Close — Range —
Q1 2025
Shares 28,419 Value ($000) $1,756 Avg Close — Range —
Q4 2024
Shares 22,973 Value ($000) $1,409 Avg Close — Range —
Q3 2024
Shares 21,016 Value ($000) $1,317 Avg Close — Range —
Q2 2024
Shares 20,916 Value ($000) $1,205 Avg Close — Range —
Q1 2024
Shares 20,809 Value ($000) $1,208 Avg Close — Range —
Q4 2023
Shares 20,697 Value ($000) $1,114 Avg Close — Range —
Q3 2023
Shares 20,396 Value ($000) $1,010 Avg Close — Range —
Q2 2023
Shares 20,396 Value ($000) $1,051 Avg Close — Range —
Q1 2023
Shares 20,327 Value ($000) $1,016 Avg Close — Range —
Q4 2022
Shares 20,204 Value ($000) $1,010 Avg Close — Range —
Q3 2022
Shares 20,036 Value ($000) $891 Avg Close — Range —
Q2 2022
Shares 19,887 Value ($000) $947 Avg Close — Range —
Q1 2022
Shares 19,789 Value ($000) $1,057 Avg Close — Range —
Q4 2021
Shares 19,693 Value ($000) $1,095 Avg Close — Range —
Q3 2021
Shares 16,671 Value ($000) $838 Avg Close — Range —
Q2 2021
Shares 16,589 Value ($000) $835 Avg Close — Range —
Q1 2021
Shares 16,504 Value ($000) $797 Avg Close — Range —
Q4 2020
Shares 16,415 Value ($000) $736 Avg Close — Range —
Q3 2020
Shares 16,314 Value ($000) $649 Avg Close — Range —
Q2 2020
Shares 16,205 Value ($000) $609 Avg Close — Range —
Q1 2020
Shares 16,101 Value ($000) $525 Avg Close — Range —
Q4 2019
Shares 15,979 Value ($000) $672 Avg Close — Range —