ISHARES TR

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

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

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

Q4 2025
Shares 56,497 Value ($000) $10,238 Avg Close — Range —
Q3 2025
Shares 54,163 Value ($000) $9,577 Avg Close — Range —
Q2 2025
Shares 35,890 Value ($000) $5,662 Avg Close — Range —
Q1 2025
Shares 40,820 Value ($000) $6,163 Avg Close — Range —
Q4 2024
Shares 43,642 Value ($000) $7,165 Avg Close — Range —
Q3 2024
Shares 11,896 Value ($000) $1,985 Avg Close — Range —
Q2 2024
Shares 12,492 Value ($000) $1,902 Avg Close — Range —
Q1 2024
Shares 9,416 Value ($000) $1,495 Avg Close — Range —
Q4 2023
Shares 9,875 Value ($000) $1,534 Avg Close — Range —
Q3 2023
Shares 9,696 Value ($000) $1,323 Avg Close — Range —
Q2 2023
Shares 9,141 Value ($000) $1,287 Avg Close — Range —
Q1 2023
Shares 9,356 Value ($000) $1,282 Avg Close — Range —
Q4 2022
Shares 9,440 Value ($000) $1,309 Avg Close — Range —
Q3 2022
Shares 8,504 Value ($000) $1,096,389 Avg Close — Range —
Q2 2022
Shares 3,847 Value ($000) $523,706 Avg Close — Range —
Q1 2022
Shares 3,939 Value ($000) $635,755 Avg Close — Range —
Q4 2021
Shares 4,367 Value ($000) $725,109 Avg Close — Range —
Q3 2021
Shares 4,012 Value ($000) $642,840 Avg Close — Range —
Q2 2021
Shares 2,955 Value ($000) $489,912 Avg Close — Range —
Q1 2021
Shares 1,862 Value ($000) $296,873 Avg Close — Range —
Q4 2020
Shares 1,861 Value ($000) $245,162 Avg Close — Range —
Q1 2020
Shares 6,032 Value ($000) $494,805 Avg Close — Range —
Q4 2019
Shares 7,359 Value ($000) $946,220 Avg Close — Range —
Q3 2019
Shares 2,477 Value ($000) $288,023 Avg Close — Range —
Q2 2019
Shares 6,044 Value ($000) $728,302 Avg Close — Range —
Q1 2019
Shares 7,089 Value ($000) $850,008 Avg Close — Range —
Q4 2018
Shares 7,224 Value ($000) $776,869 Avg Close — Range —