ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

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

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

Q2 2023
Shares 18,538 Value ($000) $2,100 Avg Close — Range —
Q1 2023
Shares 18,902 Value ($000) $2,215 Avg Close — Range —
Q4 2022
Shares 18,902 Value ($000) $2,280 Avg Close — Range —
Q1 2019
Shares 2,542 Value ($000) $252 Avg Close — Range —
Q4 2018
Shares 2,542 Value ($000) $227 Avg Close — Range —
Q3 2018
Shares 2,542 Value ($000) $244 Avg Close — Range —
Q2 2018
Shares 2,524 Value ($000) $240 Avg Close — Range —
Q1 2018
Shares 2,524 Value ($000) $240 Avg Close — Range —
Q4 2017
Shares 2,438 Value ($000) $240 Avg Close — Range —
Q3 2017
Shares 3,718 Value ($000) $348 Avg Close — Range —
Q2 2017
Shares 3,913 Value ($000) $361 Avg Close — Range —
Q1 2017
Shares 4,350 Value ($000) $396 Avg Close — Range —
Q4 2016
Shares 4,350 Value ($000) $385 Avg Close — Range —
Q3 2016
Shares 4,415 Value ($000) $378 Avg Close — Range —
Q2 2016
Shares 4,615 Value ($000) $394 Avg Close — Range —
Q1 2016
Shares 6,886 Value ($000) $581 Avg Close — Range —
Q4 2015
Shares 9,636 Value ($000) $754 Avg Close — Range —
Q3 2015
Shares 3,950 Value ($000) $287 Avg Close — Range —
Q2 2015
Shares 5,550 Value ($000) $416 Avg Close — Range —
Q1 2015
Shares 5,900 Value ($000) $459 Avg Close — Range —
Q4 2014
Shares 10,050 Value ($000) $798 Avg Close — Range —