Ishares Tr shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Tr (IBDW) 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 |
|---|---|---|---|
| 2025-09-30 | $563k | 27k | 21.22 |
| 2025-06-30 | $558k | 27k | 21.04 |
| 2025-03-31 | $615k | 30k | 20.75 |
| 2024-12-31 | $603k | 30k | 20.35 |
| 2024-09-30 | $629k | 30k | 21.22 |
| 2024-06-30 | $601k | 30k | 20.29 |
| 2024-03-31 | $598k | 29k | 20.49 |
| 2023-12-31 | $606k | 29k | 20.77 |
| 2023-09-30 | $199k | 10k | 19.39 |