ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 70,862 Value ($000) $6,822 Avg Close — Range —
Q3 2025
Shares 68,014 Value ($000) $6,567 Avg Close — Range —
Q2 2025
Shares 4,643 Value ($000) $427 Avg Close — Range —
Q1 2025
Shares 3,334 Value ($000) $284 Avg Close — Range —