ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 230,276 Value ($000) $157,725 Avg Close — Range —
Q3 2025
Shares 235,307 Value ($000) $157,491 Avg Close — Range —
Q2 2025
Shares 186,655 Value ($000) $115,894 Avg Close — Range —
Q1 2025
Shares 79,081 Value ($000) $44,436 Avg Close — Range —
Q4 2024
Shares 67,888 Value ($000) $39,964 Avg Close — Range —
Q3 2024
Shares 59,541 Value ($000) $34,345 Avg Close — Range —
Q2 2024
Shares 42,542 Value ($000) $23,280 Avg Close — Range —
Q1 2024
Shares 41,531 Value ($000) $21,834 Avg Close — Range —
Q4 2023
Shares 41,036 Value ($000) $19,600 Avg Close — Range —
Q3 2023
Shares 42,839 Value ($000) $18,481 Avg Close — Range —
Q2 2023
Shares 42,742 Value ($000) $19,051 Avg Close — Range —
Q1 2023
Shares 40,714 Value ($000) $16,737 Avg Close — Range —
Q4 2022
Shares 40,040 Value ($000) $15,384 Avg Close — Range —
Q3 2022
Shares 40,476 Value ($000) $14,516,880 Avg Close — Range —
Q2 2022
Shares 35,242 Value ($000) $13,361,825 Avg Close — Range —
Q1 2022
Shares 34,865 Value ($000) $15,818,062 Avg Close — Range —
Q4 2021
Shares 34,088 Value ($000) $16,259,670 Avg Close — Range —
Q3 2021
Shares 30,548 Value ($000) $13,160,686 Avg Close — Range —
Q2 2021
Shares 28,394 Value ($000) $12,207,040 Avg Close — Range —
Q1 2021
Shares 20,443 Value ($000) $8,132,487 Avg Close — Range —
Q4 2020
Shares 17,741 Value ($000) $6,659,866 Avg Close — Range —