ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

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

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

Q4 2025
Shares 2,224 Value ($000) $314 Avg Close — Range —
Q3 2025
Shares 2,224 Value ($000) $315 Avg Close — Range —
Q2 2025
Shares 2,279 Value ($000) $303 Avg Close — Range —
Q1 2025
Shares 1,822 Value ($000) $227 Avg Close — Range —
Q4 2024
Shares 1,941 Value ($000) $263 Avg Close — Range —
Q3 2024
Shares 2,038 Value ($000) $284 Avg Close — Range —
Q2 2024
Shares 1,898 Value ($000) $244 Avg Close — Range —
Q1 2024
Shares 1,944 Value ($000) $254 Avg Close — Range —
Q4 2023
Shares 1,944 Value ($000) $243 Avg Close — Range —
Q3 2023
Shares 1,902 Value ($000) $209 Avg Close — Range —
Q2 2023
Shares 1,916 Value ($000) $220 Avg Close — Range —
Q1 2023
Shares 1,916 Value ($000) $211 Avg Close — Range —
Q4 2022
Shares 1,903 Value ($000) $206 Avg Close — Range —
Q3 2022
Shares 2,023 Value ($000) $206 Avg Close — Range —
Q2 2022
Shares 2,762 Value ($000) $291 Avg Close — Range —
Q1 2022
Shares 1,759 Value ($000) $220 Avg Close — Range —