ISHARES TR

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

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 6,449 Value ($000) $2,083 Avg Close — Range —
Q2 2025
Shares 6,417 Value ($000) $1,834 Avg Close — Range —