ISHARES TR

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

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

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

Q4 2025
Shares 23,444 Value ($000) $2,890 Avg Close — Range —
Q3 2025
Shares 36,662 Value ($000) $4,426 Avg Close — Range —
Q2 2025
Shares 13,534 Value ($000) $1,490 Avg Close — Range —
Q1 2025
Shares 15,583 Value ($000) $1,447 Avg Close — Range —
Q4 2024
Shares 11,214 Value ($000) $1,139 Avg Close — Range —
Q3 2024
Shares 9,047 Value ($000) $866 Avg Close — Range —
Q2 2024
Shares 4,988 Value ($000) $462 Avg Close — Range —
Q1 2024
Shares 4,406 Value ($000) $372 Avg Close — Range —
Q4 2023
Shares 3,827 Value ($000) $287 Avg Close — Range —
Q3 2023
Shares 3,812 Value ($000) $262 Avg Close — Range —
Q2 2023
Shares 3,784 Value ($000) $267 Avg Close — Range —
Q1 2023
Shares 3,445 Value ($000) $220 Avg Close — Range —
Q4 2022
Shares 3,551 Value ($000) $208 Avg Close — Range —