ISHARES TR

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

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 23,280 Value ($000) $3,188 Avg Close — Range —
Q2 2025
Shares 23,614 Value ($000) $3,275 Avg Close — Range —