ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

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

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

Q1 2024
Shares 2,762 Value ($000) $248 Avg Close — Range —
Q4 2023
Shares 2,656 Value ($000) $243 Avg Close — Range —
Q3 2023
Shares 2,592 Value ($000) $203 Avg Close — Range —
Q2 2023
Shares 2,592 Value ($000) $224 Avg Close — Range —
Q1 2023
Shares 2,592 Value ($000) $220 Avg Close — Range —
Q4 2022
Shares 2,592 Value ($000) $218 Avg Close — Range —
Q3 2022
Shares 3,563 Value ($000) $290 Avg Close — Range —
Q2 2022
Shares 3,617 Value ($000) $333 Avg Close — Range —
Q1 2022
Shares 3,434 Value ($000) $372 Avg Close — Range —
Q4 2021
Shares 3,432 Value ($000) $399 Avg Close — Range —
Q3 2021
Shares 3,434 Value ($000) $352 Avg Close — Range —
Q2 2021
Shares 3,490 Value ($000) $356 Avg Close — Range —
Q1 2021
Shares 3,118 Value ($000) $287 Avg Close — Range —
Q4 2020
Shares 3,118 Value ($000) $267 Avg Close — Range —
Q3 2020
Shares 3,084 Value ($000) $246 Avg Close — Range —
Q2 2020
Shares 3,084 Value ($000) $243 Avg Close — Range —
Q1 2020
Shares 3,348 Value ($000) $233 Avg Close — Range —