ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 16,241 Value ($000) $2,728 Avg Close — Range —
Q3 2025
Shares 13,604 Value ($000) $2,238 Avg Close — Range —
Q2 2025
Shares 12,406 Value ($000) $1,866 Avg Close — Range —
Q3 2023
Shares 2,864 Value ($000) $273 Avg Close — Range —