ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 3,422 Value ($000) $422 Avg Close Range
Q3 2025
Shares 8,190 Value ($000) $993 Avg Close Range
Q2 2025
Shares 8,190 Value ($000) $902 Avg Close Range
Q1 2025
Shares 7,564 Value ($000) $702 Avg Close Range
Q4 2024
Shares 7,564 Value ($000) $782 Avg Close Range
Q3 2024
Shares 7,564 Value ($000) $724 Avg Close Range
Q2 2024
Shares 7,605 Value ($000) $704 Avg Close Range
Q1 2024
Shares 7,605 Value ($000) $642 Avg Close Range
Q4 2023
Shares 7,718 Value ($000) $580 Avg Close Range
Q3 2023
Shares 7,718 Value ($000) $540 Avg Close Range
Q2 2023
Shares 7,718 Value ($000) $544 Avg Close Range
Q1 2023
Shares 7,718 Value ($000) $493 Avg Close Range
Q4 2022
Shares 15,606 Value ($000) $913 Avg Close Range
Q3 2022
Shares 8,152 Value ($000) $485 Avg Close Range
Q2 2022
Shares 8,152 Value ($000) $525 Avg Close Range
Q4 2021
Shares 8,152 Value ($000) $681 Avg Close Range
Q1 2021
Shares 8,152 Value ($000) $520 Avg Close Range
Q3 2020
Shares 8,152 Value ($000) $460 Avg Close Range
Q2 2020
Shares 2,038 Value ($000) $439 Avg Close Range
Q2 2017
Shares 1,972 Value ($000) $270 Avg Close Range
Q1 2017
Shares 1,972 Value ($000) $259 Avg Close Range
Q4 2016
Shares 1,972 Value ($000) $240 Avg Close Range
Q3 2016
Shares 1,972 Value ($000) $240 Avg Close Range
Q2 2016
Shares 1,972 Value ($000) $230 Avg Close Range
Q1 2016
Shares 1,972 Value ($000) $229 Avg Close Range
Q4 2015
Shares 1,972 Value ($000) $228 Avg Close Range