ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 19,067 Value ($000) $1,324 Avg Close — Range —
Q3 2025
Shares 19,049 Value ($000) $1,302 Avg Close — Range —
Q2 2025
Shares 19,215 Value ($000) $1,229 Avg Close — Range —
Q1 2025
Shares 19,201 Value ($000) $1,186 Avg Close — Range —
Q4 2024
Shares 19,187 Value ($000) $1,214 Avg Close — Range —
Q3 2024
Shares 19,202 Value ($000) $1,204 Avg Close — Range —
Q2 2024
Shares 19,185 Value ($000) $1,105 Avg Close — Range —
Q1 2024
Shares 19,171 Value ($000) $1,113 Avg Close — Range —
Q4 2023
Shares 19,219 Value ($000) $1,034 Avg Close — Range —
Q3 2023
Shares 19,279 Value ($000) $958 Avg Close — Range —
Q2 2023
Shares 41,924 Value ($000) $2,160 Avg Close — Range —
Q1 2023
Shares 42,204 Value ($000) $2,110 Avg Close — Range —
Q4 2022
Shares 353,491 Value ($000) $17,675 Avg Close — Range —
Q3 2022
Shares 346,321 Value ($000) $16,637 Avg Close — Range —
Q2 2022
Shares 865,254 Value ($000) $42,744 Avg Close — Range —
Q1 2022
Shares 876,027 Value ($000) $46,789 Avg Close — Range —
Q4 2021
Shares 852,169 Value ($000) $47,773 Avg Close — Range —
Q3 2021
Shares 797,253 Value ($000) $40,054 Avg Close — Range —
Q2 2021
Shares 769,873 Value ($000) $38,771 Avg Close — Range —
Q1 2021
Shares 739,961 Value ($000) $33,165 Avg Close — Range —
Q4 2020
Shares 742,354 Value ($000) $29,538 Avg Close — Range —
Q3 2020
Shares 738,586 Value ($000) $29,270 Avg Close — Range —
Q2 2020
Shares 746,193 Value ($000) $28,236 Avg Close — Range —
Q1 2020
Shares 699,391 Value ($000) $23,542 Avg Close — Range —
Q4 2019
Shares 757,786 Value ($000) $31,721 Avg Close — Range —
Q3 2019
Shares 733,584 Value ($000) $28,558 Avg Close — Range —
Q2 2019
Shares 628,466 Value ($000) $24,007 Avg Close — Range —
Q1 2019
Shares 458,409 Value ($000) $17,034 Avg Close — Range —
Q4 2018
Shares 402,723 Value ($000) $13,362 Avg Close — Range —