Ownership history in Summit Wealth Partners, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Partners, LLC reported a position in ISHARES TR (IWF). 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 | REDUCED | 55,777 | -241 | -0.4% | 4.88% | $26.4M | $473.30 |
| 2025 Q3 | REDUCED | 56,018 | -43 | -0.1% | 4.74% | $26.2M | $467.94 |
| 2025 Q2 | ADDED | 56,061 | +3,389 | +6.4% | 4.54% | $23.8M | $423.76 |
| 2025 Q1 | ADDED | 52,672 | +314 | +0.6% | 3.86% | $19.0M | $360.04 |
As of 2025 Q4 — sorted by position size