Ishares Inc ctr wld minvl shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Inc ctr wld minvl (ACWV) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Ishares Inc ctr wld minvl
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Quarterly reported holdings in Ishares Inc ctr wld minvl by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $502k | 4.8k | 104.64 |
| 2024-03-31 | $501k | 4.8k | 105.28 |
| 2023-12-31 | $478k | 4.8k | 100.36 |
| 2023-09-30 | $448k | 4.7k | 95.41 |
| 2023-06-30 | $489k | 5.0k | 98.05 |
| 2023-03-31 | $479k | 5.0k | 96.76 |
| 2022-12-31 | $490k | 5.2k | 95.02 |
| 2022-09-30 | $435k | 4.9k | 88.56 |
| 2022-06-30 | $464k | 4.9k | 94.50 |
| 2022-03-31 | $555k | 5.3k | 104.81 |
| 2021-12-31 | $527k | 4.9k | 108.27 |
| 2021-09-30 | $496k | 4.8k | 102.73 |
| 2021-06-30 | $497k | 4.8k | 102.86 |
| 2021-03-31 | $473k | 4.8k | 98.66 |
| 2020-12-31 | $465k | 4.8k | 96.91 |
| 2020-09-30 | $438k | 4.8k | 91.91 |
| 2020-06-30 | $418k | 4.8k | 87.58 |
| 2020-03-31 | $376k | 4.7k | 80.33 |
| 2019-12-31 | $448k | 4.7k | 95.82 |