Summit Financial, LLC's ownership history for IWB

Summit Financial, LLC currently holds 5.6K shares with a market value of $2.0M. It started holding IWB on 2024-09-30. At its peak, it held 5.7K shares on 2024-09-30. Its highest holding value was $2.0M on 2025-09-30. At its lowest, it held 3.7K shares on 2025-03-31, with a value of $1.1M on 2025-03-31. In the recent 180 days, Summit Financial, LLC has increased its shares by 1.8K. In the recent year, Summit Financial, LLC has decreased its shares by 148.