ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 4,392 Value ($000) $620 Avg Close — Range —
Q3 2025
Shares 4,392 Value ($000) $624 Avg Close — Range —
Q2 2025
Shares 4,392 Value ($000) $583 Avg Close — Range —
Q1 2025
Shares 4,392 Value ($000) $590 Avg Close — Range —
Q4 2024
Shares 4,392 Value ($000) $577 Avg Close — Range —
Q3 2024
Shares 4,392 Value ($000) $593 Avg Close — Range —
Q2 2024
Shares 4,392 Value ($000) $531 Avg Close — Range —
Q1 2024
Shares 4,392 Value ($000) $541 Avg Close — Range —
Q4 2023
Shares 4,392 Value ($000) $515 Avg Close — Range —
Q3 2023
Shares 4,596 Value ($000) $495 Avg Close — Range —
Q2 2023
Shares 4,596 Value ($000) $521 Avg Close — Range —
Q1 2023
Shares 4,596 Value ($000) $539 Avg Close — Range —
Q4 2022
Shares 4,596 Value ($000) $554 Avg Close — Range —
Q3 2022
Shares 4,392 Value ($000) $471 Avg Close — Range —
Q2 2022
Shares 4,392 Value ($000) $517 Avg Close — Range —
Q1 2022
Shares 4,392 Value ($000) $563 Avg Close — Range —
Q4 2021
Shares 4,392 Value ($000) $538 Avg Close — Range —
Q3 2021
Shares 4,392 Value ($000) $504 Avg Close — Range —
Q2 2021
Shares 4,392 Value ($000) $512 Avg Close — Range —
Q1 2021
Shares 4,392 Value ($000) $501 Avg Close — Range —
Q4 2020
Shares 4,392 Value ($000) $422 Avg Close — Range —
Q3 2020
Shares 4,392 Value ($000) $358 Avg Close — Range —
Q2 2020
Shares 4,392 Value ($000) $355 Avg Close — Range —
Q1 2020
Shares 4,392 Value ($000) $323 Avg Close — Range —
Q4 2019
Shares 12,463 Value ($000) $1,317 Avg Close — Range —
Q3 2019
Shares 12,463 Value ($000) $1,271 Avg Close — Range —
Q2 2019
Shares 12,463 Value ($000) $1,241 Avg Close — Range —
Q1 2019
Shares 12,463 Value ($000) $1,224 Avg Close — Range —
Q4 2018
Shares 12,471 Value ($000) $1,114 Avg Close — Range —
Q3 2018
Shares 12,463 Value ($000) $1,243 Avg Close — Range —
Q2 2018
Shares 12,463 Value ($000) $1,218 Avg Close — Range —
Q1 2018
Shares 12,463 Value ($000) $1,186 Avg Close — Range —
Q4 2017
Shares 12,463 Value ($000) $1,228 Avg Close — Range —
Q3 2017
Shares 12,463 Value ($000) $1,167 Avg Close — Range —
Q2 2017
Shares 12,463 Value ($000) $1,149 Avg Close — Range —
Q1 2017
Shares 12,463 Value ($000) $1,135 Avg Close — Range —
Q4 2016
Shares 12,463 Value ($000) $1,104 Avg Close — Range —
Q3 2016
Shares 12,463 Value ($000) $1,068 Avg Close — Range —
Q2 2016
Shares 12,463 Value ($000) $1,063 Avg Close — Range —
Q1 2016
Shares 12,463 Value ($000) $1,018 Avg Close — Range —
Q4 2015
Shares 12,463 Value ($000) $937 Avg Close — Range —
Q3 2015
Shares 12,463 Value ($000) $907 Avg Close — Range —
Q2 2015
Shares 12,463 Value ($000) $937 Avg Close — Range —
Q1 2015
Shares 12,463 Value ($000) $971 Avg Close — Range —
Q4 2014
Shares 12,463 Value ($000) $990 Avg Close — Range —