ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 1,232 Value ($000) $477 Avg Close Range
Q3 2025
Shares 1,232 Value ($000) $467 Avg Close Range
Q2 2025
Shares 1,232 Value ($000) $432 Avg Close Range
Q1 2025
Shares 1,232 Value ($000) $391 Avg Close Range
Q4 2024
Shares 1,232 Value ($000) $412 Avg Close Range
Q3 2024
Shares 1,232 Value ($000) $403 Avg Close Range
Q2 2024
Shares 1,241 Value ($000) $383 Avg Close Range
Q1 2024
Shares 1,549 Value ($000) $465 Avg Close Range
Q4 2023
Shares 1,549 Value ($000) $424 Avg Close Range
Q3 2023
Shares 1,549 Value ($000) $380 Avg Close Range
Q2 2023
Shares 1,549 Value ($000) $394 Avg Close Range
Q1 2023
Shares 1,549 Value ($000) $365 Avg Close Range
Q4 2022
Shares 1,549 Value ($000) $342 Avg Close Range
Q3 2022
Shares 1,549 Value ($000) $321 Avg Close Range
Q2 2022
Shares 1,549 Value ($000) $337 Avg Close Range
Q1 2022
Shares 1,549 Value ($000) $406 Avg Close Range
Q4 2021
Shares 1,549 Value ($000) $430 Avg Close Range
Q3 2021
Shares 1,658 Value ($000) $423 Avg Close Range
Q2 2021
Shares 1,658 Value ($000) $424 Avg Close Range
Q1 2021
Shares 1,658 Value ($000) $393 Avg Close Range
Q4 2020
Shares 1,658 Value ($000) $371 Avg Close Range
Q3 2020
Shares 1,658 Value ($000) $324 Avg Close Range
Q2 2020
Shares 1,658 Value ($000) $299 Avg Close Range