ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 23,384 Value ($000) $5,756 Avg Close Range
Q3 2025
Shares 23,497 Value ($000) $5,685 Avg Close Range
Q2 2025
Shares 23,608 Value ($000) $5,094 Avg Close Range
Q1 2025
Shares 26,615 Value ($000) $5,309 Avg Close Range
Q4 2024
Shares 26,624 Value ($000) $5,883 Avg Close Range
Q3 2024
Shares 26,699 Value ($000) $5,898 Avg Close Range
Q2 2024
Shares 27,898 Value ($000) $5,660 Avg Close Range
Q1 2024
Shares 28,094 Value ($000) $5,908 Avg Close Range
Q4 2023
Shares 28,234 Value ($000) $5,667 Avg Close Range
Q3 2023
Shares 29,356 Value ($000) $5,188 Avg Close Range
Q2 2023
Shares 28,852 Value ($000) $5,403 Avg Close Range
Q1 2023
Shares 29,838 Value ($000) $5,323 Avg Close Range
Q4 2022
Shares 26,265 Value ($000) $4,580 Avg Close Range
Q3 2022
Shares 21,316 Value ($000) $3,515 Avg Close Range
Q2 2022
Shares 27,108 Value ($000) $4,591 Avg Close Range
Q1 2022
Shares 24,115 Value ($000) $4,950 Avg Close Range
Q4 2021
Shares 18,495 Value ($000) $4,114 Avg Close Range
Q3 2021
Shares 19,363 Value ($000) $4,236 Avg Close Range
Q2 2021
Shares 17,363 Value ($000) $3,982 Avg Close Range
Q1 2021
Shares 17,944 Value ($000) $3,965 Avg Close Range
Q4 2020
Shares 18,575 Value ($000) $3,642 Avg Close Range
Q3 2020
Shares 19,388 Value ($000) $2,904 Avg Close Range
Q2 2020
Shares 20,066 Value ($000) $2,873 Avg Close Range
Q1 2020
Shares 17,261 Value ($000) $1,976 Avg Close Range
Q4 2019
Shares 2,646 Value ($000) $438 Avg Close Range
Q3 2019
Shares 2,659 Value ($000) $402 Avg Close Range
Q2 2019
Shares 2,583 Value ($000) $402 Avg Close Range
Q1 2019
Shares 3,194 Value ($000) $489 Avg Close Range
Q4 2018
Shares 3,191 Value ($000) $427 Avg Close Range