ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 65,778 Value ($000) $6,194 Avg Close — Range —
Q3 2025
Shares 65,223 Value ($000) $6,205 Avg Close — Range —
Q2 2025
Shares 63,936 Value ($000) $6,002 Avg Close — Range —
Q1 2025
Shares 36,894 Value ($000) $3,456 Avg Close — Range —
Q4 2024
Shares 30,159 Value ($000) $2,678 Avg Close — Range —
Q3 2024
Shares 14,977 Value ($000) $1,368 Avg Close — Range —
Q2 2024
Shares 13,450 Value ($000) $1,129 Avg Close — Range —
Q1 2024
Shares 9,350 Value ($000) $781 Avg Close — Range —
Q4 2023
Shares 8,230 Value ($000) $642 Avg Close — Range —
Q3 2023
Shares 8,264 Value ($000) $601 Avg Close — Range —
Q2 2023
Shares 9,378 Value ($000) $697 Avg Close — Range —
Q1 2023
Shares 11,668 Value ($000) $849 Avg Close — Range —
Q4 2022
Shares 9,709 Value ($000) $700 Avg Close — Range —
Q3 2022
Shares 9,682 Value ($000) $639,993 Avg Close — Range —
Q2 2022
Shares 4,016 Value ($000) $281,934 Avg Close — Range —
Q1 2022
Shares 4,016 Value ($000) $311,488 Avg Close — Range —
Q4 2021
Shares 4,966 Value ($000) $401,715 Avg Close — Range —
Q3 2021
Shares 4,966 Value ($000) $364,970 Avg Close — Range —
Q2 2021
Shares 4,016 Value ($000) $295,586 Avg Close — Range —
Q1 2021
Shares 4,016 Value ($000) $277,838 Avg Close — Range —
Q4 2020
Shares 4,624 Value ($000) $313,870 Avg Close — Range —