ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 16,568 Value ($000) $4,588 Avg Close — Range —
Q3 2025
Shares 17,503 Value ($000) $4,790 Avg Close — Range —
Q2 2025
Shares 17,612 Value ($000) $4,342 Avg Close — Range —
Q1 2025
Shares 18,053 Value ($000) $3,808 Avg Close — Range —
Q4 2024
Shares 17,675 Value ($000) $4,158 Avg Close — Range —