ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2021
Shares 4,486 Value ($000) $204 Avg Close Range
Q3 2021
Shares 4,486 Value ($000) $201 Avg Close Range
Q2 2021
Shares 4,486 Value ($000) $202 Avg Close Range
Q1 2021
Shares 5,233 Value ($000) $226 Avg Close Range
Q4 2020
Shares 5,233 Value ($000) $215 Avg Close Range
Q3 2020
Shares 5,233 Value ($000) $213 Avg Close Range
Q1 2020
Shares 6,800 Value ($000) $250 Avg Close Range
Q4 2019
Shares 6,800 Value ($000) $274 Avg Close Range
Q3 2019
Shares 6,800 Value ($000) $266 Avg Close Range
Q2 2019
Shares 6,800 Value ($000) $265 Avg Close Range
Q1 2019
Shares 6,800 Value ($000) $259 Avg Close Range
Q4 2018
Shares 8,150 Value ($000) $291 Avg Close Range
Q3 2018
Shares 8,150 Value ($000) $298 Avg Close Range
Q2 2018
Shares 8,225 Value ($000) $311 Avg Close Range
Q1 2018
Shares 8,225 Value ($000) $311 Avg Close Range
Q4 2017
Shares 8,225 Value ($000) $313 Avg Close Range
Q3 2017
Shares 8,225 Value ($000) $312 Avg Close Range
Q2 2017
Shares 13,850 Value ($000) $516 Avg Close Range
Q1 2017
Shares 17,225 Value ($000) $626 Avg Close Range
Q4 2016
Shares 17,225 Value ($000) $607 Avg Close Range
Q3 2016
Shares 17,225 Value ($000) $622 Avg Close Range
Q2 2016
Shares 17,225 Value ($000) $608 Avg Close Range
Q1 2016
Shares 17,225 Value ($000) $599 Avg Close Range
Q4 2015
Shares 17,225 Value ($000) $587 Avg Close Range