ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 36,017 Value ($000) $4,932 Avg Close — Range —
Q3 2025
Shares 32,476 Value ($000) $4,625 Avg Close — Range —
Q2 2025
Shares 24,691 Value ($000) $3,424 Avg Close — Range —
Q1 2025
Shares 18,728 Value ($000) $2,200 Avg Close — Range —
Q4 2024
Shares 20,745 Value ($000) $2,629 Avg Close — Range —
Q3 2024
Shares 28,878 Value ($000) $3,387 Avg Close — Range —
Q2 2024
Shares 27,124 Value ($000) $2,993 Avg Close — Range —
Q1 2024
Shares 7,942 Value ($000) $906 Avg Close — Range —
Q4 2023
Shares 7,358 Value ($000) $769 Avg Close — Range —
Q3 2023
Shares 7,202 Value ($000) $659 Avg Close — Range —
Q2 2023
Shares 7,394 Value ($000) $714 Avg Close — Range —
Q1 2023
Shares 7,123 Value ($000) $649 Avg Close — Range —
Q4 2022
Shares 7,071 Value ($000) $591 Avg Close — Range —
Q3 2022
Shares 7,514 Value ($000) $589,330 Avg Close — Range —
Q2 2022
Shares 5,735 Value ($000) $454,327 Avg Close — Range —
Q1 2022
Shares 7,425 Value ($000) $746,213 Avg Close — Range —
Q4 2021
Shares 7,376 Value ($000) $849,987 Avg Close — Range —
Q3 2021
Shares 6,745 Value ($000) $755,914 Avg Close — Range —
Q2 2021
Shares 5,219 Value ($000) $590,791 Avg Close — Range —