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 (IXN). 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 | UNCHANGED | 3,949 | — | 0% | 0.07% | $408K | $102.28 |
| 2025 Q2 | UNCHANGED | 3,949 | — | 0% | 0.07% | $365K | $91.51 |
| 2025 Q1 | UNCHANGED | 3,949 | — | 0% | 0.06% | $299K | $74.92 |
| 2024 Q4 | UNCHANGED | 3,949 | — | 0% | 0.07% | $335K | $83.83 |
| 2024 Q3 | REDUCED | 3,949 | -7,157 | -64.4% | 0.06% | $326K | $81.45 |
| 2024 Q2 | INITIATED | 11,106 | — | — | 0.15% | $644K | — |
As of 2025 Q4 — sorted by position size