ISHARES TR

Ticker: IBTG CUSIP: 46436E858 Class: ETF

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

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

Q4 2025
Shares 64,013 Value ($000) $1,464 Avg Close — Range —
Q3 2025
Shares 63,948 Value ($000) $1,468 Avg Close — Range —
Q2 2025
Shares 63,898 Value ($000) $1,465 Avg Close — Range —
Q1 2025
Shares 59,474 Value ($000) $1,364 Avg Close — Range —
Q4 2024
Shares 59,443 Value ($000) $1,356 Avg Close — Range —
Q3 2024
Shares 43,988 Value ($000) $1,015 Avg Close — Range —
Q2 2024
Shares 43,940 Value ($000) $995 Avg Close — Range —
Q1 2024
Shares 33,880 Value ($000) $769 Avg Close — Range —
Q4 2023
Shares 35,171 Value ($000) $804 Avg Close — Range —
Q3 2023
Shares 31,809 Value ($000) $715 Avg Close — Range —
Q2 2023
Shares 24,115 Value ($000) $546 Avg Close — Range —
Q1 2023
Shares 19,774 Value ($000) $456 Avg Close — Range —
Q4 2022
Shares 16,069 Value ($000) $365 Avg Close — Range —