IBDZ — 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 (IBDZ). 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
0.64% (2025 Q4)
Avg. % of fund
0.43%
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 1,657,455 +1,135,243 +217.4% 0.64% $43.7M $26.17
2025 Q3 INITIATED 522,212 — — 0.21% $13.8M $25.85
% of Fund (quarterly)    IBDZ price (monthly, adj. close)

Other funds also holding IBDZ

As of 2025 Q4 — sorted by position size

PFG Private Wealth Management, LLC 3Y 5.61% Paradigm, Strategies in Wealth Management, LLC 3Y 3.75% Seneca House Advisors 3Y 7Y 2.81% 4Thought Financial Group Inc. 3Y 2.27% Guidance Point Advisors, LLC 3Y 7Y 1.58% Marathon Mission, Inc. 1.49% MV CAPITAL MANAGEMENT, INC. 3Y 7Y 1.41% SUMMITRY LLC 3Y 7Y 1.39% ARROW FINANCIAL CORP 3Y 7Y 1.05% Motley Fool Wealth Management, LLC 3Y 7Y 0.93%
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