Ownership history in Summit Wealth Group, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in ISHARES TR (IGIB). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 357,940 | +8,742 | +2.5% | 4.50% | $19.3M | $53.46 |
| 2025 Q3 | ADDED | 349,198 | +9,749 | +2.9% | 4.57% | $18.9M | $52.83 |
| 2025 Q2 | ADDED | 339,449 | +239,992 | +241.3% | 4.65% | $18.1M | $51.45 |
| 2025 Q1 | ADDED | 99,457 | +1,119 | +1.1% | 1.53% | $5.2M | $50.12 |
| 2024 Q4 | REDUCED | 98,338 | -10,170 | -9.4% | 1.47% | $5.1M | $48.79 |
| 2024 Q3 | REDUCED | 108,508 | -11,867 | -9.9% | 1.68% | $5.8M | $50.13 |
| 2024 Q2 | ADDED | 120,375 | +87,610 | +267.4% | 1.85% | $6.2M | $47.31 |
| 2023 Q2 | REDUCED | 32,765 | -1,061,710 | -97.0% | 0.67% | $1.7M | $44.76 |
| 2023 Q1 | INITIATED | 1,094,475 | — | — | 0.50% | $21K | $44.97 |
As of 2025 Q4 — sorted by position size