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iShares Dow Jones US Medical Dev. shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of iShares Dow Jones US Medical Dev. (IHI) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in iShares Dow Jones US Medical Dev.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Medical Dev. held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Medical Dev. by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $211k 3.4k 62.15
2025-06-30 $216k 3.5k 62.64

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View all positions for Summit Wealth Group Llc / Co

Top funds holding iShares Dow Jones US Medical Dev.

Menora Mivtachim Holdings
LPL Financial
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Jpmorgan Chase & Co
RiverFront Investment Group
Ameriprise Financial
Cetera Investment Advisers
Commonwealth Equity Services
Wharton Business Group
Wealth Enhancement Advisory Services
Foundations Investment Advisors

View all funds holding iShares Dow Jones US Medical Dev.