ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 40,437 Value ($000) $19,139 Avg Close — Range —
Q3 2025
Shares 37,272 Value ($000) $17,458 Avg Close — Range —
Q2 2025
Shares 36,749 Value ($000) $15,603 Avg Close — Range —
Q1 2025
Shares 38,912 Value ($000) $14,051 Avg Close — Range —
Q4 2024
Shares 37,656 Value ($000) $15,122 Avg Close — Range —
Q3 2024
Shares 34,888 Value ($000) $13,096 Avg Close — Range —
Q2 2024
Shares 31,727 Value ($000) $11,565 Avg Close — Range —
Q1 2024
Shares 17,787 Value ($000) $5,995 Avg Close — Range —
Q4 2023
Shares 16,458 Value ($000) $4,990 Avg Close — Range —
Q3 2023
Shares 17,274 Value ($000) $4,604 Avg Close — Range —
Q2 2023
Shares 17,303 Value ($000) $4,761 Avg Close — Range —
Q1 2023
Shares 17,120 Value ($000) $4,183 Avg Close — Range —
Q4 2022
Shares 17,004 Value ($000) $3,643 Avg Close — Range —
Q3 2022
Shares 17,158 Value ($000) $3,610,038 Avg Close — Range —
Q2 2022
Shares 18,284 Value ($000) $3,998,760 Avg Close — Range —
Q1 2022
Shares 12,084 Value ($000) $3,354,901 Avg Close — Range —
Q4 2021
Shares 9,068 Value ($000) $2,771,096 Avg Close — Range —
Q3 2021
Shares 4,478 Value ($000) $1,227,166 Avg Close — Range —
Q2 2021
Shares 2,986 Value ($000) $810,639 Avg Close — Range —