News + Filings Holdings
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Summit Financial Wealth Advisors, LLC
> IJR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IJR | 122,652 | 5,821 | 12,222,259,000 | 12,210,840,000 | $99,649.90 |
| 06/30/2022 | iSHARES TRUST | IJR | 116,831 | -4,418 | 11,419,000 | -1,661,000 | $97.74 |
| 03/31/2022 | iSHARES TRUST | IJR | 121,249 | 2,571 | 13,080,000 | -769,000 | $107.88 |
| 12/31/2021 | iSHARES TRUST | IJR | 118,678 | 4,969 | 13,849,000 | 1,433,000 | $116.69 |
| 09/30/2021 | iSHARES TRUST | IJR | 113,709 | 9,318 | 12,416,000 | 2,822,000 | $109.19 |
| 03/31/2021 | iSHARES TRUST | IJR | 104,391 | 2,160 | 9,594,000 | 2,414,000 | $91.90 |
| 12/31/2020 | iSHARES TRUST | IJR | 102,231 | -830 | 7,180,000 | -399,000 | $70.23 |
| 09/30/2020 | iSHARES TRUST | IJR | 103,061 | 3,551 | 7,579,000 | 889,000 | $73.54 |
| 06/30/2020 | iSHARES TRUST | IJR | 99,510 | 18,221 | 6,690,000 | 2,207,000 | $67.23 |
| 03/31/2020 | iSHARES TRUST | IJR | 81,289 | 6,453 | 4,483,000 | -1,692,000 | $55.15 |
| 12/31/2019 | iSHARES TRUST | IJR | 74,836 | 4,633 | 6,175,000 | 780,000 | $82.51 |
| 09/30/2019 | iSHARES TRUST | IJR | 70,203 | 3,328 | 5,395,000 | 160,000 | $76.85 |
| 06/30/2019 | iSHARES TRUST | IJR | 66,875 | 5,247 | 5,235,000 | 426,000 | $78.28 |
| 03/31/2019 | iSHARES TRUST | IJR | 61,628 | 3,481 | 4,809,000 | 778,000 | $78.03 |
| 12/31/2018 | iSHARES TRUST | IJR | 58,147 | -11,695 | 4,031,000 | -1,533,000 | $69.32 |
| 09/30/2018 | iSHARES TRUST | IJR | 69,842 | -945 | 5,564,000 | 113,000 | $79.67 |
| 06/30/2018 | iSHARES TRUST | IJR | 70,787 | -650 | 5,451,000 | -50,000 | $77.01 |
| 03/31/2018 | iSHARES TRUST | IJR | 71,437 | 71,437 | 5,501,000 | 5,501,000 | $77.00 |
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