ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 63,208 Value ($000) $13,295 Avg Close — Range —
Q3 2025
Shares 61,831 Value ($000) $12,588 Avg Close — Range —
Q2 2025
Shares 59,301 Value ($000) $11,518 Avg Close — Range —
Q1 2025
Shares 60,259 Value ($000) $11,338 Avg Close — Range —
Q4 2024
Shares 55,204 Value ($000) $10,220 Avg Close — Range —
Q3 2024
Shares 47,893 Value ($000) $9,090 Avg Close — Range —
Q2 2024
Shares 47,588 Value ($000) $8,303 Avg Close — Range —
Q1 2024
Shares 32,157 Value ($000) $5,760 Avg Close — Range —
Q4 2023
Shares 30,008 Value ($000) $4,959 Avg Close — Range —
Q3 2023
Shares 30,859 Value ($000) $4,715 Avg Close — Range —
Q2 2023
Shares 30,570 Value ($000) $4,825 Avg Close — Range —
Q1 2023
Shares 30,461 Value ($000) $4,638 Avg Close — Range —
Q4 2022
Shares 30,709 Value ($000) $4,657 Avg Close — Range —
Q3 2022
Shares 31,846 Value ($000) $4,330,683 Avg Close — Range —
Q2 2022
Shares 31,748 Value ($000) $4,602,485 Avg Close — Range —
Q1 2022
Shares 22,619 Value ($000) $3,754,247 Avg Close — Range —
Q4 2021
Shares 18,306 Value ($000) $3,074,158 Avg Close — Range —
Q3 2021
Shares 8,959 Value ($000) $1,402,177 Avg Close — Range —
Q2 2021
Shares 7,648 Value ($000) $1,213,134 Avg Close — Range —