ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 432,744 Value ($000) $28,561 Avg Close — Range —
Q3 2025
Shares 440,158 Value ($000) $28,725 Avg Close — Range —
Q2 2025
Shares 383,816 Value ($000) $23,804 Avg Close — Range —
Q1 2025
Shares 391,386 Value ($000) $22,837 Avg Close — Range —
Q4 2024
Shares 196,460 Value ($000) $12,241 Avg Close — Range —
Q3 2024
Shares 192,078 Value ($000) $11,970 Avg Close — Range —
Q2 2024
Shares 78,838 Value ($000) $4,614 Avg Close — Range —
Q1 2024
Shares 76,886 Value ($000) $4,670 Avg Close — Range —
Q4 2023
Shares 14,165 Value ($000) $3,926 Avg Close — Range —
Q3 2023
Shares 15,266 Value ($000) $3,824 Avg Close — Range —
Q2 2023
Shares 14,911 Value ($000) $3,899 Avg Close — Range —
Q1 2023
Shares 8,935 Value ($000) $2,235 Avg Close — Range —
Q4 2022
Shares 8,333 Value ($000) $2,016 Avg Close — Range —
Q3 2022
Shares 13,505 Value ($000) $2,960,998 Avg Close — Range —
Q2 2022
Shares 11,218 Value ($000) $2,537,800 Avg Close — Range —
Q1 2022
Shares 11,723 Value ($000) $3,145,639 Avg Close — Range —
Q4 2021
Shares 12,685 Value ($000) $3,590,744 Avg Close — Range —
Q3 2021
Shares 12,292 Value ($000) $3,233,635 Avg Close — Range —
Q2 2021
Shares 10,347 Value ($000) $2,780,632 Avg Close — Range —
Q1 2021
Shares 5,324 Value ($000) $1,385,639 Avg Close — Range —
Q4 2020
Shares 4,236 Value ($000) $973,473 Avg Close — Range —