ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

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

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

Q4 2025
Shares 3,626 Value ($000) $512 Avg Close — Range —
Q3 2025
Shares 3,963 Value ($000) $561 Avg Close — Range —
Q2 2025
Shares 3,947 Value ($000) $525 Avg Close — Range —
Q1 2025
Shares 4,347 Value ($000) $541 Avg Close — Range —
Q4 2024
Shares 3,451 Value ($000) $467 Avg Close — Range —
Q3 2024
Shares 3,451 Value ($000) $481 Avg Close — Range —
Q2 2024
Shares 3,746 Value ($000) $481 Avg Close — Range —
Q1 2024
Shares 3,764 Value ($000) $492 Avg Close — Range —
Q4 2023
Shares 3,738 Value ($000) $468 Avg Close — Range —
Q3 2023
Shares 3,738 Value ($000) $411 Avg Close — Range —
Q2 2023
Shares 3,738 Value ($000) $430 Avg Close — Range —
Q1 2023
Shares 3,710 Value ($000) $408 Avg Close — Range —
Q4 2022
Shares 3,710 Value ($000) $401 Avg Close — Range —
Q3 2022
Shares 3,798 Value ($000) $386,143 Avg Close — Range —
Q2 2022
Shares 4,578 Value ($000) $482,155 Avg Close — Range —