ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 8,951 Value ($000) $4,236 Avg Close — Range —
Q3 2025
Shares 8,004 Value ($000) $3,749 Avg Close — Range —
Q2 2025
Shares 7,419 Value ($000) $3,150 Avg Close — Range —
Q1 2025
Shares 6,032 Value ($000) $2,178 Avg Close — Range —
Q4 2024
Shares 5,021 Value ($000) $2,016 Avg Close — Range —
Q3 2024
Shares 5,080 Value ($000) $1,907 Avg Close — Range —
Q2 2024
Shares 5,414 Value ($000) $1,973 Avg Close — Range —
Q1 2024
Shares 5,371 Value ($000) $1,810 Avg Close — Range —
Q4 2023
Shares 5,518 Value ($000) $1,673 Avg Close — Range —
Q3 2023
Shares 5,722 Value ($000) $1,522 Avg Close — Range —
Q2 2023
Shares 6,052 Value ($000) $1,665 Avg Close — Range —
Q1 2023
Shares 5,214 Value ($000) $1,274 Avg Close — Range —
Q4 2022
Shares 5,214 Value ($000) $1,117 Avg Close — Range —
Q3 2022
Shares 5,013 Value ($000) $1,055 Avg Close — Range —
Q2 2022
Shares 5,515 Value ($000) $1,206 Avg Close — Range —
Q1 2022
Shares 5,392 Value ($000) $1,497 Avg Close — Range —
Q4 2021
Shares 5,584 Value ($000) $1,706 Avg Close — Range —
Q3 2021
Shares 5,584 Value ($000) $1,530 Avg Close — Range —
Q2 2021
Shares 5,601 Value ($000) $1,521 Avg Close — Range —
Q1 2021
Shares 4,820 Value ($000) $1,171 Avg Close — Range —
Q4 2020
Shares 4,724 Value ($000) $1,139 Avg Close — Range —
Q3 2020
Shares 4,724 Value ($000) $1,025 Avg Close — Range —
Q2 2020
Shares 4,734 Value ($000) $909 Avg Close — Range —
Q1 2020
Shares 4,734 Value ($000) $713 Avg Close — Range —
Q4 2019
Shares 4,734 Value ($000) $833 Avg Close — Range —
Q3 2019
Shares 4,806 Value ($000) $767 Avg Close — Range —
Q2 2019
Shares 4,806 Value ($000) $756 Avg Close — Range —
Q1 2019
Shares 4,806 Value ($000) $727 Avg Close — Range —
Q4 2018
Shares 4,806 Value ($000) $629 Avg Close — Range —
Q3 2018
Shares 4,806 Value ($000) $750 Avg Close — Range —
Q2 2018
Shares 4,806 Value ($000) $691 Avg Close — Range —
Q1 2018
Shares 4,806 Value ($000) $654 Avg Close — Range —
Q4 2017
Shares 4,806 Value ($000) $647 Avg Close — Range —
Q3 2017
Shares 4,806 Value ($000) $601 Avg Close — Range —
Q2 2017
Shares 4,806 Value ($000) $572 Avg Close — Range —
Q1 2017
Shares 4,806 Value ($000) $547 Avg Close — Range —
Q4 2016
Shares 4,806 Value ($000) $504 Avg Close — Range —
Q3 2016
Shares 4,806 Value ($000) $501 Avg Close — Range —
Q2 2016
Shares 4,851 Value ($000) $487 Avg Close — Range —
Q1 2016
Shares 4,851 Value ($000) $484 Avg Close — Range —
Q4 2015
Shares 4,851 Value ($000) $483 Avg Close — Range —
Q3 2015
Shares 4,851 Value ($000) $451 Avg Close — Range —
Q2 2015
Shares 4,851 Value ($000) $480 Avg Close — Range —
Q1 2015
Shares 4,851 Value ($000) $480 Avg Close — Range —
Q4 2014
Shares 5,919 Value ($000) $566 Avg Close — Range —