ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q4 2025
Shares 598,936 Value ($000) $27,874 Avg Close — Range —
Q3 2025
Shares 581,987 Value ($000) $27,185 Avg Close — Range —
Q2 2025
Shares 514,749 Value ($000) $23,797 Avg Close — Range —
Q1 2025
Shares 501,831 Value ($000) $23,124 Avg Close — Range —
Q4 2024
Shares 239,651 Value ($000) $10,832 Avg Close — Range —
Q3 2024
Shares 184,018 Value ($000) $8,671 Avg Close — Range —
Q2 2024
Shares 192,540 Value ($000) $8,707 Avg Close — Range —
Q1 2024
Shares 183,497 Value ($000) $8,366 Avg Close — Range —
Q4 2023
Shares 149,971 Value ($000) $6,909 Avg Close — Range —
Q3 2023
Shares 124,226 Value ($000) $5,431 Avg Close — Range —
Q2 2023
Shares 132,462 Value ($000) $6,023 Avg Close — Range —
Q1 2023
Shares 90,753 Value ($000) $4,188 Avg Close — Range —
Q4 2022
Shares 90,906 Value ($000) $4,084 Avg Close — Range —
Q3 2022
Shares 91,252 Value ($000) $4,060,718 Avg Close — Range —
Q2 2022
Shares 88,275 Value ($000) $4,133,014 Avg Close — Range —
Q1 2022
Shares 87,641 Value ($000) $4,349,645 Avg Close — Range —
Q4 2021
Shares 112,903 Value ($000) $5,975,649 Avg Close — Range —
Q3 2021
Shares 110,703 Value ($000) $5,893,805 Avg Close — Range —
Q2 2021
Shares 109,079 Value ($000) $5,834,635 Avg Close — Range —
Q1 2021
Shares 94,193 Value ($000) $4,968,683 Avg Close — Range —
Q4 2020
Shares 91,916 Value ($000) $5,016,769 Avg Close — Range —
Q3 2020
Shares 89,842 Value ($000) $4,885,607 Avg Close — Range —
Q2 2020
Shares 79,680 Value ($000) $4,329,007 Avg Close — Range —
Q1 2020
Shares 87,445 Value ($000) $4,590,887 Avg Close — Range —
Q4 2019
Shares 77,063 Value ($000) $4,015,738 Avg Close — Range —
Q3 2019
Shares 137,594 Value ($000) $5,336,151 Avg Close — Range —
Q2 2019
Shares 84,025 Value ($000) $4,342,422 Avg Close — Range —
Q1 2019
Shares 76,917 Value ($000) $3,891,980 Avg Close — Range —
Q4 2018
Shares 71,219 Value ($000) $3,507,158 Avg Close — Range —