ISHARES TR

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

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 2,924 Value ($000) $282 Avg Close — Range —
Q3 2025
Shares 2,924 Value ($000) $282 Avg Close — Range —
Q2 2025
Shares 2,924 Value ($000) $269 Avg Close — Range —
Q1 2025
Shares 2,924 Value ($000) $249 Avg Close — Range —
Q4 2024
Shares 2,924 Value ($000) $259 Avg Close — Range —
Q1 2022
Shares 2,749 Value ($000) $215 Avg Close — Range —
Q4 2021
Shares 3,219 Value ($000) $267 Avg Close — Range —
Q3 2021
Shares 3,019 Value ($000) $236 Avg Close — Range —
Q2 2021
Shares 3,019 Value ($000) $239 Avg Close — Range —
Q1 2021
Shares 3,019 Value ($000) $223 Avg Close — Range —
Q4 2020
Shares 3,302 Value ($000) $226 Avg Close — Range —
Q3 2020
Shares 5,508 Value ($000) $316 Avg Close — Range —
Q2 2020
Shares 66,063 Value ($000) $3,541 Avg Close — Range —
Q1 2020
Shares 57,391 Value ($000) $2,478 Avg Close — Range —
Q4 2019
Shares 11,731 Value ($000) $699 Avg Close — Range —
Q3 2019
Shares 11,794 Value ($000) $660 Avg Close — Range —
Q2 2019
Shares 11,472 Value ($000) $641 Avg Close — Range —
Q1 2019
Shares 13,966 Value ($000) $753 Avg Close — Range —
Q4 2018
Shares 13,953 Value ($000) $649 Avg Close — Range —