ISHARES TR

Ticker: IBTH CUSIP: 46436E841 Class: ETF

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

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

Q4 2025
Shares 45,938 Value ($000) $1,032 Avg Close — Range —
Q3 2025
Shares 33,695 Value ($000) $759 Avg Close — Range —
Q2 2025
Shares 33,695 Value ($000) $758 Avg Close — Range —
Q1 2025
Shares 29,225 Value ($000) $655 Avg Close — Range —
Q4 2024
Shares 29,225 Value ($000) $649 Avg Close — Range —
Q3 2024
Shares 29,225 Value ($000) $662 Avg Close — Range —
Q2 2024
Shares 29,079 Value ($000) $642 Avg Close — Range —
Q1 2024
Shares 9,656 Value ($000) $214 Avg Close — Range —
Q4 2023
Shares 9,656 Value ($000) $216 Avg Close — Range —