ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 40,590 Value ($000) $13,111 Avg Close — Range —
Q3 2025
Shares 34,432 Value ($000) $11,020 Avg Close — Range —
Q2 2025
Shares 37,303 Value ($000) $10,663 Avg Close — Range —
Q1 2025
Shares 35,599 Value ($000) $9,097 Avg Close — Range —
Q4 2024
Shares 20,466 Value ($000) $5,890 Avg Close — Range —
Q3 2024
Shares 19,470 Value ($000) $5,530 Avg Close — Range —
Q2 2024
Shares 19,081 Value ($000) $5,009 Avg Close — Range —
Q1 2024
Shares 6,618 Value ($000) $1,792 Avg Close — Range —
Q4 2023
Shares 5,724 Value ($000) $1,444 Avg Close — Range —
Q3 2023
Shares 5,023 Value ($000) $1,128 Avg Close — Range —
Q2 2023
Shares 4,330 Value ($000) $1,051 Avg Close — Range —
Q1 2023
Shares 4,616 Value ($000) $1,047 Avg Close — Range —
Q4 2022
Shares 4,561 Value ($000) $978 Avg Close — Range —
Q3 2022
Shares 4,587 Value ($000) $947,707 Avg Close — Range —
Q2 2022
Shares 2,742 Value ($000) $565,702 Avg Close — Range —
Q1 2022
Shares 2,211 Value ($000) $565,463 Avg Close — Range —
Q4 2021
Shares 2,111 Value ($000) $618,629 Avg Close — Range —
Q3 2021
Shares 1,963 Value ($000) $576,318 Avg Close — Range —
Q2 2021
Shares 1,722 Value ($000) $536,730 Avg Close — Range —
Q1 2021
Shares 1,120 Value ($000) $336,829 Avg Close — Range —
Q4 2020
Shares 1,120 Value ($000) $321,104 Avg Close — Range —
Q3 2020
Shares 1,120 Value ($000) $248,102 Avg Close — Range —
Q2 2020
Shares 1,120 Value ($000) $231,694 Avg Close — Range —
Q1 2020
Shares 4,302 Value ($000) $680,447 Avg Close — Range —
Q4 2019
Shares 4,302 Value ($000) $921,574 Avg Close — Range —
Q3 2019
Shares 3,254 Value ($000) $353,840 Avg Close — Range —
Q2 2019
Shares 4,302 Value ($000) $864,143 Avg Close — Range —
Q1 2019
Shares 4,302 Value ($000) $846,031 Avg Close — Range —
Q4 2018
Shares 4,302 Value ($000) $722,736 Avg Close — Range —