ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 52,732 Value ($000) $5,407 Avg Close — Range —
Q3 2025
Shares 51,876 Value ($000) $5,185 Avg Close — Range —
Q2 2025
Shares 46,893 Value ($000) $4,437 Avg Close — Range —
Q1 2025
Shares 39,799 Value ($000) $3,673 Avg Close — Range —
Q4 2024
Shares 34,182 Value ($000) $3,165 Avg Close — Range —
Q3 2024
Shares 31,454 Value ($000) $3,004 Avg Close — Range —
Q2 2024
Shares 32,018 Value ($000) $2,822 Avg Close — Range —
Q1 2024
Shares 31,666 Value ($000) $2,864 Avg Close — Range —
Q4 2023
Shares 31,780 Value ($000) $2,680 Avg Close — Range —
Q3 2023
Shares 28,758 Value ($000) $2,159 Avg Close — Range —
Q2 2023
Shares 25,878 Value ($000) $2,025 Avg Close — Range —
Q1 2023
Shares 23,915 Value ($000) $1,764 Avg Close — Range —
Q4 2022
Shares 23,987 Value ($000) $1,694 Avg Close — Range —
Q3 2022
Shares 24,806 Value ($000) $1,553,134 Avg Close — Range —
Q2 2022
Shares 24,990 Value ($000) $1,671,337 Avg Close — Range —
Q1 2022
Shares 25,867 Value ($000) $1,962,492 Avg Close — Range —
Q4 2021
Shares 26,466 Value ($000) $2,020,444 Avg Close — Range —
Q3 2021
Shares 26,021 Value ($000) $1,844,390 Avg Close — Range —
Q2 2021
Shares 25,769 Value ($000) $1,854,337 Avg Close — Range —
Q1 2021
Shares 26,130 Value ($000) $1,800,329 Avg Close — Range —
Q4 2020
Shares 26,149 Value ($000) $1,626,231 Avg Close — Range —
Q3 2020
Shares 26,016 Value ($000) $1,412,408 Avg Close — Range —
Q2 2020
Shares 25,643 Value ($000) $1,339,343 Avg Close — Range —
Q1 2020
Shares 46,627 Value ($000) $2,153,229 Avg Close — Range —
Q4 2019
Shares 41,807 Value ($000) $2,634,705 Avg Close — Range —
Q3 2019
Shares 54,442 Value ($000) $3,134,947 Avg Close — Range —
Q2 2019
Shares 43,514 Value ($000) $2,465,069 Avg Close — Range —
Q1 2019
Shares 35,160 Value ($000) $1,927,831 Avg Close — Range —
Q4 2018
Shares 31,746 Value ($000) $1,558,391 Avg Close — Range —