Ownership history in Summit Wealth Partners, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Partners, LLC reported a position in ISHARES TR (IWS). 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 Q3 | REDUCED | 1,612 | -21 | -1.3% | 0.04% | $225K | $138.60 |
| 2025 Q2 | REDUCED | 1,633 | -293 | -15.2% | 0.04% | $216K | $130.60 |
| 2025 Q1 | REDUCED | 1,926 | -90 | -4.5% | 0.05% | $243K | $124.02 |
| 2024 Q4 | REDUCED | 2,016 | -1,270 | -38.6% | 0.05% | $261K | $126.89 |
| 2024 Q3 | REDUCED | 3,286 | -4,071 | -55.3% | 0.08% | $435K | $129.19 |
| 2024 Q2 | INITIATED | 7,357 | — | — | 0.20% | $880K | — |
As of 2025 Q4 — sorted by position size