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Ishares Tr shares owned by Summit Financial

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Ishares Tr

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All positions including Ishares Tr held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $222k 9.8k 22.67

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Franklin Resources
Prevail Innovative Wealth Advisors
Columbus Macro
UBS Group
BlackRock
Emerald Investment Partners
AlphaStar Capital Management
Assetmark
IHT Wealth Management
Hamilton Wealth
Commonwealth Equity Services

View all funds holding Ishares Tr