ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

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

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

Q4 2025
Shares 700,509 Value ($000) $21,688 Avg Close Range
Q3 2025
Shares 737,716 Value ($000) $23,411 Avg Close Range
Q2 2025
Shares 715,275 Value ($000) $21,945 Avg Close Range
Q1 2025
Shares 707,180 Value ($000) $21,732 Avg Close Range
Q4 2024
Shares 694,481 Value ($000) $21,838 Avg Close Range
Q3 2024
Shares 688,097 Value ($000) $22,865 Avg Close Range
Q2 2024
Shares 669,855 Value ($000) $21,134 Avg Close Range
Q1 2024
Shares 648,743 Value ($000) $20,909 Avg Close Range
Q4 2023
Shares 604,425 Value ($000) $18,852 Avg Close Range
Q3 2023
Shares 572,600 Value ($000) $17,029 Avg Close Range
Q2 2023
Shares 555,055 Value ($000) $17,168 Avg Close Range
Q1 2023
Shares 516,025 Value ($000) $16,110 Avg Close Range
Q4 2022
Shares 515,193 Value ($000) $15,729 Avg Close Range
Q3 2022
Shares 526,019 Value ($000) $16,101 Avg Close Range
Q2 2022
Shares 555,497 Value ($000) $18,859 Avg Close Range
Q1 2022
Shares 826,654 Value ($000) $30,107 Avg Close Range
Q4 2021
Shares 770,209 Value ($000) $29,992 Avg Close Range
Q3 2021
Shares 725,879 Value ($000) $28,171 Avg Close Range
Q2 2021
Shares 703,951 Value ($000) $27,690 Avg Close Range
Q1 2021
Shares 659,633 Value ($000) $25,402 Avg Close Range
Q4 2020
Shares 639,940 Value ($000) $23,326 Avg Close Range
Q3 2020
Shares 643,681 Value ($000) $23,359 Avg Close Range
Q2 2020
Shares 631,863 Value ($000) $21,989 Avg Close Range
Q1 2020
Shares 598,373 Value ($000) $18,508 Avg Close Range
Q4 2019
Shares 441,985 Value ($000) $16,773 Avg Close Range
Q3 2019
Shares 447,331 Value ($000) $16,712 Avg Close Range
Q2 2019
Shares 445,204 Value ($000) $16,406 Avg Close Range
Q1 2019
Shares 415,557 Value ($000) $15,247 Avg Close Range
Q4 2018
Shares 371,234 Value ($000) $12,707 Avg Close Range
Q3 2018
Shares 417,165 Value ($000) $14,980 Avg Close Range
Q2 2018
Shares 302,558 Value ($000) $11,364 Avg Close Range
Q1 2018
Shares 303,808 Value ($000) $11,411 Avg Close Range
Q4 2017
Shares 293,024 Value ($000) $11,155 Avg Close Range
Q3 2017
Shares 538,074 Value ($000) $20,883 Avg Close Range
Q2 2017
Shares 455,960 Value ($000) $17,860 Avg Close Range
Q1 2017
Shares 364,550 Value ($000) $14,108 Avg Close Range
Q4 2016
Shares 343,079 Value ($000) $12,766 Avg Close Range
Q3 2016
Shares 337,394 Value ($000) $13,327 Avg Close Range
Q2 2016
Shares 143,334 Value ($000) $5,718 Avg Close Range
Q1 2016
Shares 105,885 Value ($000) $4,133 Avg Close Range
Q4 2015
Shares 89,290 Value ($000) $3,469 Avg Close Range
Q3 2015
Shares 63,295 Value ($000) $2,443 Avg Close Range
Q2 2015
Shares 57,699 Value ($000) $2,260 Avg Close Range
Q1 2015
Shares 54,939 Value ($000) $2,178 Avg Close Range
Q4 2014
Shares 23,949 Value ($000) $945 Avg Close Range