ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

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

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

Q4 2025
Shares 73,823 Value ($000) $8,395 Avg Close — Range —
Q3 2025
Shares 68,239 Value ($000) $7,547 Avg Close — Range —
Q2 2025
Shares 21,263 Value ($000) $2,115 Avg Close — Range —
Q1 2025
Shares 25,246 Value ($000) $2,461 Avg Close — Range —
Q4 2024
Shares 19,083 Value ($000) $2,073 Avg Close — Range —
Q3 2024
Shares 19,224 Value ($000) $2,070 Avg Close — Range —
Q2 2024
Shares 20,166 Value ($000) $1,962 Avg Close — Range —
Q1 2024
Shares 20,653 Value ($000) $2,122 Avg Close — Range —
Q4 2023
Shares 20,360 Value ($000) $2,099 Avg Close — Range —
Q3 2023
Shares 21,242 Value ($000) $1,906 Avg Close — Range —
Q2 2023
Shares 22,744 Value ($000) $2,163 Avg Close — Range —
Q1 2023
Shares 25,534 Value ($000) $2,390 Avg Close — Range —
Q4 2022
Shares 24,837 Value ($000) $2,268 Avg Close — Range —
Q3 2022
Shares 25,227 Value ($000) $2,079,947 Avg Close — Range —
Q2 2022
Shares 28,995 Value ($000) $2,581,457 Avg Close — Range —
Q1 2022
Shares 24,640 Value ($000) $2,522,896 Avg Close — Range —
Q4 2021
Shares 20,241 Value ($000) $2,114,983 Avg Close — Range —
Q3 2021
Shares 17,027 Value ($000) $1,714,155 Avg Close — Range —