ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 31,312 Value ($000) $3,014 Avg Close — Range —
Q3 2025
Shares 31,395 Value ($000) $3,031 Avg Close — Range —
Q2 2025
Shares 31,427 Value ($000) $2,890 Avg Close — Range —
Q1 2025
Shares 28,384 Value ($000) $2,415 Avg Close — Range —
Q4 2024
Shares 28,384 Value ($000) $2,509 Avg Close — Range —
Q3 2024
Shares 28,614 Value ($000) $2,522 Avg Close — Range —
Q2 2024
Shares 28,358 Value ($000) $2,299 Avg Close — Range —
Q1 2024
Shares 28,631 Value ($000) $2,408 Avg Close — Range —
Q4 2023
Shares 28,871 Value ($000) $2,244 Avg Close — Range —
Q3 2023
Shares 26,504 Value ($000) $1,835 Avg Close — Range —
Q2 2023
Shares 25,725 Value ($000) $1,879 Avg Close — Range —
Q1 2023
Shares 28,728 Value ($000) $2,009 Avg Close — Range —
Q4 2022
Shares 29,034 Value ($000) $1,958 Avg Close — Range —
Q3 2022
Shares 5,886 Value ($000) $366 Avg Close — Range —
Q2 2022
Shares 19,928 Value ($000) $1,289 Avg Close — Range —