ISHARES TR

Ticker: IBHF CUSIP: 46436E528 Class: ETF

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

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

Q4 2025
Shares 26,288 Value ($000) $607 Avg Close — Range —
Q3 2025
Shares 29,265 Value ($000) $684 Avg Close — Range —
Q2 2025
Shares 29,265 Value ($000) $680 Avg Close — Range —
Q1 2025
Shares 36,679 Value ($000) $852 Avg Close — Range —
Q4 2024
Shares 40,888 Value ($000) $947 Avg Close — Range —
Q3 2024
Shares 41,056 Value ($000) $961 Avg Close — Range —
Q2 2024
Shares 41,056 Value ($000) $941 Avg Close — Range —
Q1 2024
Shares 42,366 Value ($000) $977 Avg Close — Range —
Q4 2023
Shares 42,805 Value ($000) $981 Avg Close — Range —
Q3 2023
Shares 38,740 Value ($000) $873 Avg Close — Range —
Q2 2023
Shares 42,447 Value ($000) $966 Avg Close — Range —
Q1 2023
Shares 38,892 Value ($000) $887 Avg Close — Range —
Q4 2022
Shares 37,538 Value ($000) $839 Avg Close — Range —