ISHARES TR

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

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

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

Q4 2025
Shares 144,185 Value ($000) $17,328 Avg Close — Range —
Q3 2025
Shares 147,692 Value ($000) $17,550 Avg Close — Range —
Q2 2025
Shares 86,953 Value ($000) $9,503 Avg Close — Range —
Q1 2025
Shares 59,271 Value ($000) $6,198 Avg Close — Range —
Q4 2024
Shares 50,180 Value ($000) $5,782 Avg Close — Range —
Q3 2024
Shares 54,147 Value ($000) $6,333 Avg Close — Range —
Q2 2024
Shares 26,203 Value ($000) $2,795 Avg Close — Range —
Q1 2024
Shares 20,552 Value ($000) $2,271 Avg Close — Range —
Q4 2023
Shares 19,079 Value ($000) $2,065 Avg Close — Range —
Q3 2023
Shares 18,866 Value ($000) $1,788 Avg Close — Range —
Q2 2023
Shares 20,097 Value ($000) $2,003 Avg Close — Range —
Q1 2023
Shares 21,231 Value ($000) $2,053 Avg Close — Range —
Q4 2022
Shares 19,872 Value ($000) $1,881 Avg Close — Range —
Q3 2022
Shares 23,788 Value ($000) $2,074,076 Avg Close — Range —
Q2 2022
Shares 23,102 Value ($000) $2,134,902 Avg Close — Range —
Q1 2022
Shares 23,903 Value ($000) $2,578,631 Avg Close — Range —
Q4 2021
Shares 21,973 Value ($000) $2,516,101 Avg Close — Range —
Q3 2021
Shares 22,090 Value ($000) $2,412,022 Avg Close — Range —
Q2 2021
Shares 17,538 Value ($000) $1,981,427 Avg Close — Range —
Q1 2021
Shares 10,041 Value ($000) $1,089,703 Avg Close — Range —
Q4 2020
Shares 9,957 Value ($000) $915,073 Avg Close — Range —