ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q3 2025
Shares 2,033 Value ($000) $401 Avg Close — Range —
Q2 2025
Shares 2,033 Value ($000) $352 Avg Close — Range —