ISHARES TR

Ticker: IHI CUSIP: 464288810 Class: U.S. MED DVC ETF

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

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

Q4 2025
Shares 10,593 Value ($000) $658 Avg Close — Range —
Q3 2025
Shares 13,216 Value ($000) $794 Avg Close — Range —
Q2 2025
Shares 11,866 Value ($000) $743 Avg Close — Range —
Q1 2025
Shares 9,045 Value ($000) $544 Avg Close — Range —
Q4 2024
Shares 8,860 Value ($000) $517 Avg Close — Range —
Q3 2024
Shares 9,076 Value ($000) $537 Avg Close — Range —
Q2 2024
Shares 8,152 Value ($000) $457 Avg Close — Range —
Q1 2024
Shares 8,223 Value ($000) $482 Avg Close — Range —
Q4 2023
Shares 7,260 Value ($000) $392 Avg Close — Range —
Q3 2023
Shares 7,518 Value ($000) $365 Avg Close — Range —
Q2 2023
Shares 7,518 Value ($000) $424 Avg Close — Range —