ISHARES TR

Ticker: ITB CUSIP: 464288752 Class: Exchange Traded Fund

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

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

Q3 2025
Shares 2,413 Value ($000) $259 Avg Close — Range —
Q4 2024
Shares 10,194 Value ($000) $1,054 Avg Close — Range —
Q3 2024
Shares 2,871 Value ($000) $365 Avg Close — Range —
Q2 2024
Shares 12,886 Value ($000) $1,302 Avg Close — Range —
Q1 2024
Shares 10,298 Value ($000) $1,192 Avg Close — Range —
Q4 2023
Shares 9,413 Value ($000) $958 Avg Close — Range —
Q3 2023
Shares 9,296 Value ($000) $731 Avg Close — Range —
Q2 2023
Shares 9,210 Value ($000) $787 Avg Close — Range —