ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 7,692 Value ($000) $534 Avg Close — Range —
Q3 2025
Shares 7,717 Value ($000) $525 Avg Close — Range —
Q2 2025
Shares 7,692 Value ($000) $492 Avg Close — Range —
Q1 2025
Shares 7,692 Value ($000) $475 Avg Close — Range —
Q4 2024
Shares 7,692 Value ($000) $472 Avg Close — Range —
Q3 2024
Shares 7,692 Value ($000) $482 Avg Close — Range —
Q2 2024
Shares 8,062 Value ($000) $464 Avg Close — Range —
Q1 2024
Shares 8,062 Value ($000) $468 Avg Close — Range —
Q4 2023
Shares 8,062 Value ($000) $434 Avg Close — Range —
Q3 2023
Shares 7,692 Value ($000) $381 Avg Close — Range —
Q2 2023
Shares 7,692 Value ($000) $396 Avg Close — Range —
Q1 2023
Shares 7,692 Value ($000) $385 Avg Close — Range —
Q4 2022
Shares 7,692 Value ($000) $385 Avg Close — Range —
Q3 2022
Shares 7,692 Value ($000) $342 Avg Close — Range —
Q2 2022
Shares 4,870 Value ($000) $232 Avg Close — Range —
Q1 2022
Shares 4,870 Value ($000) $260 Avg Close — Range —
Q4 2021
Shares 4,870 Value ($000) $271 Avg Close — Range —
Q3 2021
Shares 4,870 Value ($000) $245 Avg Close — Range —
Q2 2021
Shares 4,870 Value ($000) $245 Avg Close — Range —
Q1 2021
Shares 4,870 Value ($000) $235 Avg Close — Range —
Q4 2020
Shares 4,870 Value ($000) $218 Avg Close — Range —