ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 12,743 Value ($000) $4,759 Avg Close — Range —
Q3 2025
Shares 12,785 Value ($000) $4,673 Avg Close — Range —
Q2 2025
Shares 13,053 Value ($000) $4,432 Avg Close — Range —
Q1 2025
Shares 11,879 Value ($000) $3,644 Avg Close — Range —
Q4 2024
Shares 12,722 Value ($000) $4,099 Avg Close — Range —
Q3 2024
Shares 12,844 Value ($000) $4,038 Avg Close — Range —
Q2 2024
Shares 13,235 Value ($000) $3,938 Avg Close — Range —
Q1 2024
Shares 13,365 Value ($000) $3,850 Avg Close — Range —
Q4 2023
Shares 13,567 Value ($000) $3,558 Avg Close — Range —
Q3 2023
Shares 13,246 Value ($000) $3,112 Avg Close — Range —
Q2 2023
Shares 13,489 Value ($000) $3,288 Avg Close — Range —
Q1 2023
Shares 16,818 Value ($000) $3,788 Avg Close — Range —
Q4 2022
Shares 15,941 Value ($000) $3,356 Avg Close — Range —
Q3 2022
Shares 2,767 Value ($000) $546 Avg Close — Range —
Q2 2022
Shares 8,246 Value ($000) $1,713 Avg Close — Range —