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
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Quarterly reported holdings in Ishares Tr by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $209k | 9.8k | 21.36 |
| 2024-09-30 | $249k | 11k | 22.17 |
| 2024-06-30 | $239k | 11k | 21.26 |
| 2024-03-31 | $240k | 11k | 21.40 |
| 2023-12-31 | $243k | 11k | 21.64 |