ISHARES TR

Ticker: ICF CUSIP: 464287564 Class: SELECT US REIT

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

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

Q4 2020
Shares 4,921 Value ($000) $265 Avg Close Range
Q3 2020
Shares 2,874 Value ($000) $293 Avg Close Range
Q2 2020
Shares 2,925 Value ($000) $295 Avg Close Range
Q1 2020
Shares 2,925 Value ($000) $268 Avg Close Range
Q4 2019
Shares 5,238 Value ($000) $613 Avg Close Range
Q3 2019
Shares 5,388 Value ($000) $647 Avg Close Range
Q2 2019
Shares 6,120 Value ($000) $689 Avg Close Range
Q1 2019
Shares 3,736 Value ($000) $415 Avg Close Range
Q4 2018
Shares 6,069 Value ($000) $581 Avg Close Range
Q3 2018
Shares 4,084 Value ($000) $409 Avg Close Range
Q2 2018
Shares 4,135 Value ($000) $413 Avg Close Range
Q1 2018
Shares 3,996 Value ($000) $373 Avg Close Range
Q4 2017
Shares 3,764 Value ($000) $381 Avg Close Range
Q3 2017
Shares 3,736 Value ($000) $376 Avg Close Range
Q2 2017
Shares 4,389 Value ($000) $444 Avg Close Range
Q1 2017
Shares 4,244 Value ($000) $423 Avg Close Range
Q4 2016
Shares 4,193 Value ($000) $418 Avg Close Range
Q3 2016
Shares 4,193 Value ($000) $440 Avg Close Range
Q2 2016
Shares 4,386 Value ($000) $475 Avg Close Range
Q1 2016
Shares 4,417 Value ($000) $456 Avg Close Range
Q4 2015
Shares 4,702 Value ($000) $467 Avg Close Range
Q3 2015
Shares 4,816 Value ($000) $446 Avg Close Range
Q2 2015
Shares 5,036 Value ($000) $451 Avg Close Range
Q1 2015
Shares 4,997 Value ($000) $505 Avg Close Range
Q4 2014
Shares 5,921 Value ($000) $573 Avg Close Range