ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 133,688 Value ($000) $32,909 Avg Close — Range —
Q3 2025
Shares 70,733 Value ($000) $17,115 Avg Close — Range —
Q2 2025
Shares 63,422 Value ($000) $13,686 Avg Close — Range —
Q1 2025
Shares 60,565 Value ($000) $12,082 Avg Close — Range —
Q4 2024
Shares 88,243 Value ($000) $19,498 Avg Close — Range —
Q3 2024
Shares 83,539 Value ($000) $18,453 Avg Close — Range —
Q2 2024
Shares 72,288 Value ($000) $14,666 Avg Close — Range —
Q1 2024
Shares 12,328 Value ($000) $2,592 Avg Close — Range —
Q4 2023
Shares 14,991 Value ($000) $3,009 Avg Close — Range —
Q3 2023
Shares 7,588 Value ($000) $1,347 Avg Close — Range —
Q2 2023
Shares 7,804 Value ($000) $1,461 Avg Close — Range —
Q1 2023
Shares 7,616 Value ($000) $1,359 Avg Close — Range —
Q4 2022
Shares 7,683 Value ($000) $1,340 Avg Close — Range —
Q3 2022
Shares 6,920 Value ($000) $1,141,204 Avg Close — Range —
Q2 2022
Shares 6,846 Value ($000) $1,159,472 Avg Close — Range —
Q1 2022
Shares 6,840 Value ($000) $1,404,015 Avg Close — Range —
Q4 2021
Shares 7,994 Value ($000) $1,778,179 Avg Close — Range —
Q3 2021
Shares 7,746 Value ($000) $1,694,488 Avg Close — Range —
Q2 2021
Shares 7,441 Value ($000) $1,706,711 Avg Close — Range —
Q1 2021
Shares 5,283 Value ($000) $1,167,211 Avg Close — Range —
Q4 2020
Shares 5,296 Value ($000) $1,038,294 Avg Close — Range —
Q3 2020
Shares 4,678 Value ($000) $700,718 Avg Close — Range —
Q2 2020
Shares 4,678 Value ($000) $669,796 Avg Close — Range —
Q1 2020
Shares 4,783 Value ($000) $547,463 Avg Close — Range —
Q4 2019
Shares 4,515 Value ($000) $748,000 Avg Close — Range —
Q2 2019
Shares 4,500 Value ($000) $699,750 Avg Close — Range —
Q1 2019
Shares 4,531 Value ($000) $693,664 Avg Close — Range —
Q4 2018
Shares 4,500 Value ($000) $602,550 Avg Close — Range —