Summit Financial Wealth Advisors, LLC's ownership history for IJR

Summit Financial Wealth Advisors, LLC currently holds 142.9K shares with a market value of $17.2M. It started holding IJR on 2024-09-30. At its peak, it held 156.9K shares on 2025-09-30. Its highest holding value was $18.7M on 2025-09-30. At its lowest, it held 142.9K shares on 2025-12-31, with a value of $16.4M on 2025-03-31. In the recent 180 days, Summit Financial Wealth Advisors, LLC has decreased its shares by 11.9K. In the recent year, Summit Financial Wealth Advisors, LLC has decreased its shares by 13.4K.