ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 17,317 Value ($000) $2,443 Avg Close — Range —
Q3 2025
Shares 7,541 Value ($000) $1,053 Avg Close — Range —
Q2 2025
Shares 6,535 Value ($000) $864 Avg Close — Range —
Q1 2025
Shares 6,168 Value ($000) $777 Avg Close — Range —
Q4 2024
Shares 16,460 Value ($000) $2,129 Avg Close — Range —
Q3 2024
Shares 38,747 Value ($000) $5,124 Avg Close — Range —
Q2 2024
Shares 38,068 Value ($000) $4,596 Avg Close — Range —
Q1 2024
Shares 4,889 Value ($000) $613 Avg Close — Range —
Q4 2023
Shares 4,760 Value ($000) $554 Avg Close — Range —
Q3 2023
Shares 4,956 Value ($000) $520 Avg Close — Range —
Q2 2023
Shares 4,989 Value ($000) $548 Avg Close — Range —
Q1 2023
Shares 5,200 Value ($000) $552 Avg Close — Range —
Q4 2022
Shares 5,045 Value ($000) $531 Avg Close — Range —
Q3 2022
Shares 5,349 Value ($000) $513,777 Avg Close — Range —
Q2 2022
Shares 4,331 Value ($000) $439,900 Avg Close — Range —
Q1 2022
Shares 4,603 Value ($000) $550,703 Avg Close — Range —
Q4 2021
Shares 4,554 Value ($000) $557,319 Avg Close — Range —
Q3 2021
Shares 3,371 Value ($000) $381,778 Avg Close — Range —
Q2 2021
Shares 2,341 Value ($000) $269,168 Avg Close — Range —