ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025
Shares 1,484 Value ($000) $269 Avg Close — Range —
Q3 2025
Shares 1,484 Value ($000) $263 Avg Close — Range —
Q2 2025
Shares 1,484 Value ($000) $234 Avg Close — Range —