ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 142,929 Value ($000) $17,177 Avg Close — Range —
Q3 2025
Shares 156,939 Value ($000) $18,704 Avg Close — Range —
Q2 2025
Shares 154,837 Value ($000) $16,922 Avg Close — Range —
Q1 2025
Shares 156,416 Value ($000) $16,356 Avg Close — Range —
Q4 2024
Shares 156,309 Value ($000) $18,268 Avg Close — Range —
Q3 2024
Shares 151,330 Value ($000) $17,700 Avg Close — Range —
Q2 2024
Shares 146,277 Value ($000) $15,602 Avg Close — Range —
Q1 2024
Shares 141,659 Value ($000) $15,656 Avg Close — Range —
Q4 2023
Shares 133,545 Value ($000) $14,456 Avg Close — Range —
Q3 2023
Shares 127,935 Value ($000) $11,846 Avg Close — Range —
Q2 2023
Shares 122,652 Value ($000) $12,222 Avg Close — Range —
Q1 2023
Shares 112,017 Value ($000) $10,832 Avg Close — Range —
Q4 2022
Shares 114,929 Value ($000) $10,877 Avg Close — Range —
Q3 2022
Shares 116,187 Value ($000) $11,147 Avg Close — Range —
Q2 2022
Shares 116,831 Value ($000) $11,419 Avg Close — Range —
Q1 2022
Shares 121,249 Value ($000) $13,080 Avg Close — Range —
Q4 2021
Shares 118,678 Value ($000) $13,849 Avg Close — Range —
Q3 2021
Shares 113,709 Value ($000) $12,416 Avg Close — Range —
Q2 2021
Shares 112,045 Value ($000) $12,659 Avg Close — Range —
Q1 2021
Shares 104,391 Value ($000) $9,594 Avg Close — Range —
Q4 2020
Shares 102,231 Value ($000) $7,180 Avg Close — Range —
Q3 2020
Shares 103,061 Value ($000) $7,579 Avg Close — Range —
Q2 2020
Shares 99,510 Value ($000) $6,690 Avg Close — Range —
Q1 2020
Shares 81,289 Value ($000) $4,483 Avg Close — Range —
Q4 2019
Shares 74,836 Value ($000) $6,175 Avg Close — Range —
Q3 2019
Shares 70,203 Value ($000) $5,395 Avg Close — Range —
Q2 2019
Shares 66,875 Value ($000) $5,235 Avg Close — Range —
Q1 2019
Shares 61,628 Value ($000) $4,809 Avg Close — Range —
Q4 2018
Shares 58,147 Value ($000) $4,031 Avg Close — Range —
Q3 2018
Shares 69,842 Value ($000) $5,564 Avg Close — Range —
Q2 2018
Shares 70,787 Value ($000) $5,451 Avg Close — Range —
Q1 2018
Shares 71,437 Value ($000) $5,501 Avg Close — Range —