ISHARES TR

Ticker: IAI CUSIP: 464288794 Class: US BR DEL SE ETF

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

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

Q4 2025
Shares 2,443 Value ($000) $438 Avg Close — Range —
Q3 2025
Shares 2,443 Value ($000) $432 Avg Close — Range —
Q2 2025
Shares 2,321 Value ($000) $393 Avg Close — Range —
Q1 2025
Shares 2,355 Value ($000) $330 Avg Close — Range —
Q4 2024
Shares 2,322 Value ($000) $335 Avg Close — Range —
Q3 2024
Shares 2,383 Value ($000) $306 Avg Close — Range —
Q2 2024
Shares 2,383 Value ($000) $279 Avg Close — Range —
Q1 2024
Shares 2,383 Value ($000) $276 Avg Close — Range —
Q4 2023
Shares 2,383 Value ($000) $259 Avg Close — Range —
Q3 2023
Shares 2,383 Value ($000) $218 Avg Close — Range —
Q2 2023
Shares 2,443 Value ($000) $222 Avg Close — Range —