ISHARES TR

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

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

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

Q4 2025
Shares 12,805 Value ($000) $2,557 Avg Close — Range —
Q3 2025
Shares 11,690 Value ($000) $2,290 Avg Close — Range —
Q2 2025
Shares 10,791 Value ($000) $1,870 Avg Close — Range —
Q1 2025
Shares 2,909 Value ($000) $409 Avg Close — Range —
Q4 2024
Shares 1,579 Value ($000) $252 Avg Close — Range —