ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 9,975 Value ($000) $2,098 Avg Close — Range —
Q3 2025
Shares 9,707 Value ($000) $1,976 Avg Close — Range —
Q2 2025
Shares 9,669 Value ($000) $1,878 Avg Close — Range —
Q1 2025
Shares 9,653 Value ($000) $1,816 Avg Close — Range —
Q4 2024
Shares 9,653 Value ($000) $1,787 Avg Close — Range —
Q3 2024
Shares 9,653 Value ($000) $1,832 Avg Close — Range —
Q2 2024
Shares 9,653 Value ($000) $1,684 Avg Close — Range —
Q1 2024
Shares 9,808 Value ($000) $1,757 Avg Close — Range —
Q4 2023
Shares 9,819 Value ($000) $1,623 Avg Close — Range —
Q3 2023
Shares 9,819 Value ($000) $1,491 Avg Close — Range —
Q2 2023
Shares 9,819 Value ($000) $1,550 Avg Close — Range —
Q1 2023
Shares 9,819 Value ($000) $1,495 Avg Close — Range —
Q4 2022
Shares 9,819 Value ($000) $1,489 Avg Close — Range —
Q3 2022
Shares 9,819 Value ($000) $1,335 Avg Close — Range —
Q2 2022
Shares 9,819 Value ($000) $1,423 Avg Close — Range —
Q1 2022
Shares 9,819 Value ($000) $1,630 Avg Close — Range —
Q4 2021
Shares 10,057 Value ($000) $1,689 Avg Close — Range —
Q3 2021
Shares 10,075 Value ($000) $1,577 Avg Close — Range —
Q2 2021
Shares 10,057 Value ($000) $1,595 Avg Close — Range —