Summit Financial’s iShares S&P 100 ETF OEF Stock Holding History

Summit Financial’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.21M	Sell
2025 Q1	$2.87M	Buy
2024 Q4	$3.04M	Sell
2024 Q3	$2.95M	Buy
2024 Q2	$2.75M	Sell
2024 Q1	$2.58M	Sell
2023 Q4	$2.34M	Sell
2023 Q3	$2.11M	Buy
2023 Q2	$2.15M	Buy