ISHARES TR

Ticker: IYE CUSIP: 464287796 Class: U.S. ENERGY ETF

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

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

Q3 2025
Shares 4,577 Value ($000) $218 Avg Close — Range —
Q2 2025
Shares 4,577 Value ($000) $207 Avg Close — Range —
Q1 2025
Shares 31,388 Value ($000) $1,547 Avg Close — Range —
Q4 2024
Shares 31,476 Value ($000) $1,472 Avg Close — Range —
Q3 2024
Shares 32,265 Value ($000) $1,495 Avg Close — Range —
Q2 2024
Shares 32,218 Value ($000) $1,546 Avg Close — Range —
Q1 2024
Shares 32,227 Value ($000) $1,592 Avg Close — Range —
Q4 2023
Shares 33,121 Value ($000) $1,461 Avg Close — Range —
Q3 2023
Shares 33,082 Value ($000) $1,456 Avg Close — Range —
Q2 2023
Shares 33,213 Value ($000) $1,423 Avg Close — Range —
Q1 2023
Shares 33,093 Value ($000) $1,448 Avg Close — Range —
Q4 2022
Shares 33,199 Value ($000) $1,543 Avg Close — Range —