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Ishares Tr shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $239k 11k 21.26
2024-03-31 $240k 11k 21.40
2023-12-31 $243k 11k 21.64