ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q1 2021
Shares 2,564 Value ($000) $608 Avg Close — Range —
Q4 2020
Shares 2,564 Value ($000) $573 Avg Close — Range —
Q3 2020
Shares 4,427 Value ($000) $866 Avg Close — Range —
Q2 2020
Shares 4,829 Value ($000) $869 Avg Close — Range —
Q1 2020
Shares 4,923 Value ($000) $730 Avg Close — Range —
Q4 2019
Shares 5,168 Value ($000) $974 Avg Close — Range —
Q3 2019
Shares 5,387 Value ($000) $936 Avg Close — Range —
Q2 2019
Shares 5,387 Value ($000) $929 Avg Close — Range —
Q1 2019
Shares 5,359 Value ($000) $893 Avg Close — Range —
Q4 2018
Shares 5,339 Value ($000) $784 Avg Close — Range —