ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,761 Value ($000) $262 Avg Close Range
Q3 2025
Shares 1,761 Value ($000) $257 Avg Close Range
Q2 2025
Shares 1,761 Value ($000) $238 Avg Close Range
Q1 2025
Shares 1,761 Value ($000) $215 Avg Close Range
Q4 2024
Shares 1,761 Value ($000) $232 Avg Close Range
Q3 2024
Shares 1,761 Value ($000) $221 Avg Close Range
Q2 2024
Shares 1,761 Value ($000) $209 Avg Close Range
Q1 2024
Shares 1,761 Value ($000) $203 Avg Close Range
Q1 2023
Shares 2,280 Value ($000) $206 Avg Close Range
Q2 2022
Shares 2,338 Value ($000) $206 Avg Close Range
Q1 2022
Shares 2,337 Value ($000) $236 Avg Close Range
Q4 2021
Shares 2,337 Value ($000) $251 Avg Close Range
Q3 2021
Shares 2,337 Value ($000) $230 Avg Close Range
Q2 2021
Shares 2,422 Value ($000) $239 Avg Close Range
Q1 2021
Shares 3,348 Value ($000) $289 Avg Close Range
Q4 2020
Shares 4,217 Value ($000) $318 Avg Close Range
Q3 2020
Shares 4,278 Value ($000) $320 Avg Close Range
Q2 2020
Shares 5,467 Value ($000) $389 Avg Close Range
Q1 2020
Shares 20,298 Value ($000) $1,189 Avg Close Range
Q4 2019
Shares 49,956 Value ($000) $3,650 Avg Close Range
Q3 2019
Shares 47,734 Value ($000) $3,197 Avg Close Range
Q2 2019
Shares 47,813 Value ($000) $3,186 Avg Close Range