ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 21,540 Value ($000) $1,670 Avg Close — Range —
Q3 2025
Shares 22,166 Value ($000) $1,701 Avg Close — Range —
Q2 2025
Shares 10,228 Value ($000) $743 Avg Close — Range —
Q1 2025
Shares 11,113 Value ($000) $706 Avg Close — Range —
Q4 2024
Shares 10,787 Value ($000) $655 Avg Close — Range —
Q3 2024
Shares 11,171 Value ($000) $756 Avg Close — Range —
Q2 2024
Shares 8,838 Value ($000) $545 Avg Close — Range —
Q1 2024
Shares 7,139 Value ($000) $452 Avg Close — Range —
Q4 2023
Shares 7,349 Value ($000) $455 Avg Close — Range —
Q3 2023
Shares 7,294 Value ($000) $412 Avg Close — Range —
Q2 2023
Shares 7,084 Value ($000) $418 Avg Close — Range —
Q1 2023
Shares 7,020 Value ($000) $418 Avg Close — Range —
Q4 2022
Shares 6,810 Value ($000) $385 Avg Close — Range —
Q3 2022
Shares 7,076 Value ($000) $345,172 Avg Close — Range —
Q2 2022
Shares 6,524 Value ($000) $356,150 Avg Close — Range —
Q1 2022
Shares 6,464 Value ($000) $428,847 Avg Close — Range —
Q4 2021
Shares 6,461 Value ($000) $472,638 Avg Close — Range —
Q3 2021
Shares 6,373 Value ($000) $474,191 Avg Close — Range —
Q2 2021
Shares 6,159 Value ($000) $456,728 Avg Close — Range —
Q1 2021
Shares 4,096 Value ($000) $294,271 Avg Close — Range —