ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 281,657 Value ($000) $33,850 Avg Close Range
Q3 2025
Shares 257,159 Value ($000) $30,558 Avg Close Range
Q2 2025
Shares 241,011 Value ($000) $26,340 Avg Close Range
Q1 2025
Shares 211,537 Value ($000) $22,120 Avg Close Range
Q4 2024
Shares 197,522 Value ($000) $22,758 Avg Close Range
Q3 2024
Shares 191,525 Value ($000) $22,401 Avg Close Range
Q2 2024
Shares 198,807 Value ($000) $21,205 Avg Close Range
Q1 2024
Shares 200,763 Value ($000) $22,188 Avg Close Range
Q4 2023
Shares 200,738 Value ($000) $21,730 Avg Close Range
Q3 2023
Shares 201,835 Value ($000) $19,039 Avg Close Range
Q2 2023
Shares 202,062 Value ($000) $20,135 Avg Close Range
Q1 2023
Shares 203,044 Value ($000) $19,634 Avg Close Range
Q4 2022
Shares 206,468 Value ($000) $19,540 Avg Close Range
Q3 2022
Shares 207,126 Value ($000) $18,059 Avg Close Range
Q2 2022
Shares 203,850 Value ($000) $18,838 Avg Close Range
Q1 2022
Shares 200,862 Value ($000) $21,669 Avg Close Range
Q4 2021
Shares 202,980 Value ($000) $23,243 Avg Close Range
Q3 2021
Shares 204,736 Value ($000) $22,355 Avg Close Range
Q2 2021
Shares 203,043 Value ($000) $22,940 Avg Close Range
Q1 2021
Shares 160,465 Value ($000) $17,392 Avg Close Range
Q4 2020
Shares 174,493 Value ($000) $16,036 Avg Close Range
Q3 2020
Shares 178,691 Value ($000) $12,549 Avg Close Range
Q2 2020
Shares 181,734 Value ($000) $12,411 Avg Close Range
Q1 2020
Shares 168,190 Value ($000) $9,437 Avg Close Range
Q4 2019
Shares 162,571 Value ($000) $13,632 Avg Close Range
Q3 2019
Shares 165,024 Value ($000) $12,845 Avg Close Range
Q2 2019
Shares 164,424 Value ($000) $12,871 Avg Close Range
Q1 2019
Shares 160,291 Value ($000) $12,366 Avg Close Range
Q4 2018
Shares 164,129 Value ($000) $11,377 Avg Close Range
Q3 2018
Shares 160,328 Value ($000) $13,987 Avg Close Range
Q2 2018
Shares 163,873 Value ($000) $13,677 Avg Close Range
Q1 2018
Shares 169,510 Value ($000) $13,054 Avg Close Range
Q4 2017
Shares 172,890 Value ($000) $13,280 Avg Close Range
Q3 2017
Shares 179,722 Value ($000) $13,339 Avg Close Range
Q2 2017
Shares 180,219 Value ($000) $12,635 Avg Close Range
Q1 2017
Shares 180,604 Value ($000) $12,491 Avg Close Range
Q4 2016
Shares 93,040 Value ($000) $12,795 Avg Close Range
Q3 2016
Shares 97,075 Value ($000) $12,052 Avg Close Range
Q2 2016
Shares 100,001 Value ($000) $11,621 Avg Close Range
Q1 2016
Shares 102,030 Value ($000) $11,485 Avg Close Range
Q4 2015
Shares 99,384 Value ($000) $10,943 Avg Close Range
Q3 2015
Shares 98,935 Value ($000) $10,544 Avg Close Range
Q2 2015
Shares 100,792 Value ($000) $11,881 Avg Close Range
Q1 2015
Shares 102,116 Value ($000) $12,053 Avg Close Range
Q4 2014
Shares 102,659 Value ($000) $11,709 Avg Close Range