IBDX — ISHARES TR

Ownership history in Summit Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in ISHARES TR (IBDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.57% (2025 Q4)
Avg. % of fund
0.57%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,521,738 +80,153 +5.6% 0.57% $38.8M $25.33
2025 Q3 INITIATED 1,441,585 — — 0.56% $36.9M $25.03
% of Fund (quarterly)    IBDX price (monthly, adj. close)

Other funds also holding IBDX

As of 2025 Q4 — sorted by position size

Seven Springs Wealth Group, LLC 3Y 7.51% PFG Private Wealth Management, LLC 3Y 5.55% COWA, LLC 3Y 4.31% Marathon Mission, Inc. 3.04% Seneca House Advisors 3Y 7Y 2.79% 4Thought Financial Group Inc. 3Y 2.6% Paradigm, Strategies in Wealth Management, LLC 3Y 2.15% MV CAPITAL MANAGEMENT, INC. 3Y 7Y 2.04% SIGMA INVESTMENT COUNSELORS INC 3Y 7Y 1.88% Guidance Point Advisors, LLC 3Y 7Y 1.8%
← Back to Summit Financial, LLC Holdings