ISHARES TR

Ticker: IYH CUSIP: 464287762 Class: US HLTHCARE ETF

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

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

Q4 2024
Shares 3,820 Value ($000) $223 Avg Close Range
Q3 2024
Shares 3,820 Value ($000) $248 Avg Close Range
Q2 2024
Shares 3,820 Value ($000) $234 Avg Close Range
Q1 2024
Shares 3,820 Value ($000) $236 Avg Close Range
Q4 2023
Shares 764 Value ($000) $219 Avg Close Range
Q3 2023
Shares 764 Value ($000) $206 Avg Close Range
Q2 2023
Shares 764 Value ($000) $214 Avg Close Range
Q1 2023
Shares 764 Value ($000) $209 Avg Close Range
Q4 2022
Shares 764 Value ($000) $217 Avg Close Range
Q2 2022
Shares 764 Value ($000) $205 Avg Close Range
Q1 2022
Shares 764 Value ($000) $221 Avg Close Range
Q4 2021
Shares 981 Value ($000) $295 Avg Close Range
Q3 2021
Shares 868 Value ($000) $239 Avg Close Range
Q2 2021
Shares 868 Value ($000) $237 Avg Close Range