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

Summit Financial Strategies, Inc. currently holds 167.7K shares with a market value of $109.5M. It started holding IVV on 2024-09-30. At its peak, it held 167.7K shares on 2026-03-31. Its highest holding value was $109.5M on 2026-03-31. At its lowest, it held 127.7K shares on 2024-09-30, with a value of $73.7M on 2024-09-30. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 25.5K. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 35.5K.