ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 155,407 Value ($000) $23,107 Avg Close — Range —
Q3 2025
Shares 152,462 Value ($000) $22,206 Avg Close — Range —
Q2 2025
Shares 149,122 Value ($000) $20,137 Avg Close — Range —
Q1 2025
Shares 145,964 Value ($000) $17,809 Avg Close — Range —
Q4 2024
Shares 98,756 Value ($000) $12,702 Avg Close — Range —
Q3 2024
Shares 78,202 Value ($000) $9,824 Avg Close — Range —
Q2 2024
Shares 57,421 Value ($000) $6,820 Avg Close — Range —
Q1 2024
Shares 60,596 Value ($000) $6,987 Avg Close — Range —
Q4 2023
Shares 60,497 Value ($000) $6,366 Avg Close — Range —
Q3 2023
Shares 59,487 Value ($000) $5,629 Avg Close — Range —
Q2 2023
Shares 59,053 Value ($000) $5,778 Avg Close — Range —
Q1 2023
Shares 58,877 Value ($000) $5,331 Avg Close — Range —
Q4 2022
Shares 56,661 Value ($000) $4,805 Avg Close — Range —
Q3 2022
Shares 56,603 Value ($000) $4,502,237 Avg Close — Range —
Q2 2022
Shares 56,364 Value ($000) $4,722,147 Avg Close — Range —
Q1 2022
Shares 55,632 Value ($000) $5,615,533 Avg Close — Range —
Q4 2021
Shares 53,570 Value ($000) $5,730,893 Avg Close — Range —
Q3 2021
Shares 53,048 Value ($000) $5,218,870 Avg Close — Range —
Q2 2021
Shares 51,298 Value ($000) $5,066,229 Avg Close — Range —
Q1 2021
Shares 49,069 Value ($000) $4,494,744 Avg Close — Range —
Q4 2020
Shares 47,098 Value ($000) $4,060,831 Avg Close — Range —
Q3 2020
Shares 38,174 Value ($000) $2,881,778 Avg Close — Range —
Q2 2020
Shares 35,830 Value ($000) $2,488,029 Avg Close — Range —
Q1 2020
Shares 29,203 Value ($000) $1,670,729 Avg Close — Range —
Q4 2019
Shares 20,152 Value ($000) $1,464,850 Avg Close — Range —
Q3 2019
Shares 27,432 Value ($000) $2,020,771 Avg Close — Range —
Q2 2019
Shares 20,543 Value ($000) $1,368,756 Avg Close — Range —
Q1 2019
Shares 4,939 Value ($000) $318,094 Avg Close — Range —
Q4 2018
Shares 7,643 Value ($000) $433,817 Avg Close — Range —