Ishares Tr shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Tr (IBHF) 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 | $685k | 29k | 23.39 |
| 2025-06-30 | $680k | 29k | 23.23 |
| 2025-03-31 | $852k | 37k | 23.22 |
| 2024-12-31 | $947k | 41k | 23.15 |
| 2024-09-30 | $961k | 41k | 23.41 |
| 2024-06-30 | $941k | 41k | 22.91 |
| 2024-03-31 | $977k | 42k | 23.06 |
| 2023-12-31 | $981k | 43k | 22.92 |
| 2023-09-30 | $873k | 39k | 22.53 |
| 2023-06-30 | $966k | 42k | 22.75 |
| 2023-03-31 | $887k | 39k | 22.80 |
| 2022-12-31 | $839k | 38k | 22.36 |