ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 5,737 Value ($000) $2,142 Avg Close — Range —
Q3 2025
Shares 5,582 Value ($000) $2,040 Avg Close — Range —
Q2 2025
Shares 5,648 Value ($000) $1,918 Avg Close — Range —
Q1 2025
Shares 3,740 Value ($000) $1,147 Avg Close — Range —
Q4 2024
Shares 5,694 Value ($000) $1,834 Avg Close — Range —
Q3 2024
Shares 5,730 Value ($000) $1,801 Avg Close — Range —
Q2 2024
Shares 5,585 Value ($000) $1,662 Avg Close — Range —
Q1 2024
Shares 1,699 Value ($000) $489 Avg Close — Range —
Q4 2023
Shares 4,217 Value ($000) $1,106 Avg Close — Range —
Q3 2023
Shares 4,217 Value ($000) $995 Avg Close — Range —
Q2 2023
Shares 4,217 Value ($000) $1,028 Avg Close — Range —
Q1 2023
Shares 4,275 Value ($000) $963 Avg Close — Range —
Q4 2022
Shares 4,275 Value ($000) $900 Avg Close — Range —
Q3 2022
Shares 4,322 Value ($000) $852,860 Avg Close — Range —
Q2 2022
Shares 4,167 Value ($000) $865,736 Avg Close — Range —
Q1 2022
Shares 4,167 Value ($000) $1,042,042 Avg Close — Range —
Q4 2021
Shares 4,167 Value ($000) $1,101,880 Avg Close — Range —
Q3 2021
Shares 4,167 Value ($000) $1,007,206 Avg Close — Range —
Q2 2021
Shares 4,234 Value ($000) $1,024,967 Avg Close — Range —
Q1 2021
Shares 4,312 Value ($000) $965,155 Avg Close — Range —
Q4 2020
Shares 4,312 Value ($000) $913,454 Avg Close — Range —
Q3 2020
Shares 4,312 Value ($000) $806,991 Avg Close — Range —
Q2 2020
Shares 4,312 Value ($000) $740,284 Avg Close — Range —
Q1 2020
Shares 4,501 Value ($000) $637,068 Avg Close — Range —
Q4 2019
Shares 4,306 Value ($000) $768,329 Avg Close — Range —
Q3 2019
Shares 32,617 Value ($000) $2,365,035 Avg Close — Range —
Q2 2019
Shares 11,049 Value ($000) $1,798,667 Avg Close — Range —
Q1 2019
Shares 9,819 Value ($000) $1,544,627 Avg Close — Range —
Q4 2018
Shares 10,404 Value ($000) $1,442,931 Avg Close — Range —