ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 13,019 Value ($000) $1,605 Avg Close — Range —
Q3 2025
Shares 13,007 Value ($000) $1,570 Avg Close — Range —
Q2 2025
Shares 13,007 Value ($000) $1,432 Avg Close — Range —
Q1 2025
Shares 13,392 Value ($000) $1,243 Avg Close — Range —
Q4 2024
Shares 13,392 Value ($000) $1,360 Avg Close — Range —
Q3 2024
Shares 13,392 Value ($000) $1,282 Avg Close — Range —
Q2 2024
Shares 13,392 Value ($000) $1,239 Avg Close — Range —
Q1 2024
Shares 13,392 Value ($000) $1,131 Avg Close — Range —
Q4 2023
Shares 13,405 Value ($000) $1,007 Avg Close — Range —
Q3 2023
Shares 13,405 Value ($000) $917 Avg Close — Range —
Q2 2023
Shares 13,405 Value ($000) $945 Avg Close — Range —
Q1 2023
Shares 13,405 Value ($000) $856 Avg Close — Range —
Q4 2022
Shares 6,122 Value ($000) $358 Avg Close — Range —
Q3 2022
Shares 11,430 Value ($000) $661 Avg Close — Range —
Q2 2022
Shares 4,839 Value ($000) $292 Avg Close — Range —
Q1 2022
Shares 4,123 Value ($000) $315 Avg Close — Range —
Q4 2021
Shares 2,902 Value ($000) $243 Avg Close — Range —