Summit Wealth Partners, LLC's ownership history for IJR

Summit Wealth Partners, LLC currently holds 33.0K shares with a market value of $4.1M. It started holding IJR on 2024-09-30. At its peak, it held 33.0K shares on 2026-03-31. Its highest holding value was $4.1M on 2026-03-31. At its lowest, it held 27.2K shares on 2025-12-31, with a value of $3.2M on 2025-06-30. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 3.1K. In the recent year, Summit Wealth Partners, LLC has increased its shares by 1.4K.