Summit Financial Strategies, Inc.'s ownership history for IJR

Summit Financial Strategies, Inc. currently holds 257.2K shares with a market value of $30.6M. It started holding IJR on 2024-09-30. At its peak, it held 257.2K shares on 2025-09-30. Its highest holding value was $30.6M on 2025-09-30. At its lowest, it held 191.5K shares on 2024-09-30, with a value of $22.1M on 2025-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 45.6K. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 65.6K.