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Ishares Tr shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Ishares Tr (IBTL) 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
2025-09-30 $420k 20k 20.57
2025-06-30 $419k 20k 20.50
2025-03-31 $415k 20k 20.33

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Brown & Brown (BRO)
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 Core Total Usd (IUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Summit Wealth Partners

Top funds holding Ishares Tr

Wells Fargo & Company
TRUE Private Wealth Advisors
Federation des caisses Desjardins du Quebec
Krilogy Financial
Goss Wealth Management
Ameriprise Financial
Morgan Stanley
Probity Advisors
Park Avenue Securities
Snowden Capital Advisors
Headland Capital
Confluence Investment Management
Foronjy Financial
UBS Group
Fagan Associates

View all funds holding Ishares Tr