ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

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

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

Q4 2025
Shares 23,322 Value ($000) $5,007 Avg Close — Range —
Q3 2025
Shares 26,244 Value ($000) $5,492 Avg Close — Range —
Q2 2025
Shares 24,199 Value ($000) $4,565 Avg Close — Range —
Q1 2025
Shares 10,007 Value ($000) $1,532 Avg Close — Range —
Q4 2024
Shares 4,286 Value ($000) $623 Avg Close — Range —
Q3 2024
Shares 2,229 Value ($000) $334 Avg Close — Range —
Q2 2024
Shares 2,178 Value ($000) $288 Avg Close — Range —