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

Summit Financial Strategies, Inc. currently holds 12.8K shares with a market value of $4.7M. It started holding IWB on 2024-09-30. At its peak, it held 13.1K shares on 2025-06-30. Its highest holding value was $4.7M on 2025-09-30. At its lowest, it held 11.9K shares on 2025-03-31, with a value of $3.6M on 2025-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 906. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 59.