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

Summit Financial Strategies, Inc. currently holds 142.2K shares with a market value of $95.1M. It started holding IVV on 2024-09-30. At its peak, it held 142.2K shares on 2025-09-30. Its highest holding value was $95.1M on 2025-09-30. 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 10.0K. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 14.4K.