ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 37,296 Value ($000) $7,408 Avg Close — Range —
Q3 2025
Shares 36,125 Value ($000) $7,026 Avg Close — Range —
Q2 2025
Shares 58,611 Value ($000) $10,715 Avg Close — Range —
Q1 2025
Shares 208,691 Value ($000) $35,663 Avg Close — Range —
Q4 2024
Shares 18,963 Value ($000) $3,377 Avg Close — Range —
Q3 2024
Shares 5,889 Value ($000) $1,056 Avg Close — Range —
Q2 2023
Shares 2,709 Value ($000) $365 Avg Close — Range —