ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 5,492 Value ($000) $1,352 Avg Close — Range —
Q3 2025
Shares 5,441 Value ($000) $1,316 Avg Close — Range —
Q2 2025
Shares 5,441 Value ($000) $1,174 Avg Close — Range —
Q1 2025
Shares 5,452 Value ($000) $1,088 Avg Close — Range —
Q4 2024
Shares 5,526 Value ($000) $1,221 Avg Close — Range —
Q3 2024
Shares 5,542 Value ($000) $1,224 Avg Close — Range —
Q2 2024
Shares 5,677 Value ($000) $1,152 Avg Close — Range —
Q1 2024
Shares 5,863 Value ($000) $1,233 Avg Close — Range —
Q4 2023
Shares 5,866 Value ($000) $1,177 Avg Close — Range —
Q3 2023
Shares 6,015 Value ($000) $1,063 Avg Close — Range —
Q2 2023
Shares 5,439 Value ($000) $1,019 Avg Close — Range —
Q1 2023
Shares 5,647 Value ($000) $1,007 Avg Close — Range —
Q4 2022
Shares 5,418 Value ($000) $945 Avg Close — Range —
Q2 2022
Shares 6,145 Value ($000) $1,041 Avg Close — Range —