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iShares Dow Jones US Healthcare shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of iShares Dow Jones US Healthcare (IYH) 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 Healthcare

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Healthcare 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 Healthcare by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $361k 5.9k 61.64
2025-09-30 $249k 3.0k 82.52

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Summit Wealth Group Llc / Co

Top funds holding iShares Dow Jones US Healthcare

Fil
UBS Group
Morgan Stanley
Bank of America Corporation
LPL Financial
Green Harvest Asset Management
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Pinkerton Retirement Specialists
Goldman Sachs Group
Raymond James Financial
Kestra Advisory Services
Oakworth Capital
Advisor Group Holdings

View all funds holding iShares Dow Jones US Healthcare