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Ishares Tr shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Ishares Tr (IBHG) 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
2024-09-30 $225k 10k 22.60
2024-03-31 $202k 9.1k 22.26
2023-12-31 $202k 9.1k 22.21

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Brown & Brown (BRO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Summit Wealth Partners

Top funds holding Ishares Tr

Commonwealth Equity Services
LBMC Investment Advisors
Commonwealth Financial Services
HighTower Advisors
LPL Financial
Northwestern Mutual Wealth Management Company
Bank of America Corporation
GAMMA Investing
Morgan Stanley
Lido Advisors
Straight Path Wealth Management
IFP Advisors
Goss Wealth Management
Royal Bank of Canada
Raymond James & Associates

View all funds holding Ishares Tr