ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q2 2023
Shares 2,834 Value ($000) $304 Avg Close Range
Q1 2023
Shares 2,834 Value ($000) $291 Avg Close Range
Q4 2022
Shares 2,834 Value ($000) $286 Avg Close Range
Q3 2017
Shares 1,373 Value ($000) $210 Avg Close Range
Q2 2017
Shares 1,434 Value ($000) $213 Avg Close Range
Q1 2017
Shares 1,547 Value ($000) $230 Avg Close Range
Q4 2016
Shares 1,522 Value ($000) $221 Avg Close Range
Q3 2016
Shares 1,522 Value ($000) $202 Avg Close Range