ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

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

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

Q4 2025
Shares 27,618 Value ($000) $2,676 Avg Close — Range —
Q2 2025
Shares 27,734 Value ($000) $2,523 Avg Close — Range —