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

Summit Financial Strategies, Inc. currently holds 5.4K shares with a market value of $1.3M. It started holding IWM on 2024-09-30. At its peak, it held 5.5K shares on 2024-09-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 5.4K shares on 2025-06-30, with a value of $1.1M on 2025-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 11. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 101.