Summit Financial Strategies, Inc. Ishares Russell 1000 Val ETF Transaction History

Summit Financial Strategies, Inc.

$998 Million
Q2 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 9,669 shares of IWD stock, worth $1.92 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

9,669

Previous 9,653 0.17%

Holding current value

$1.92 Million

Previous $1.82 Million 3.41%

% of portfolio

0.19%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$166.82 - $194.23 $2,669 - $3,107	16 Added 0.17%	9,669 $1.88 Million
Q2 2024 Jul 19, 2024	SELL	$169.4 - $179.05 $26,257 - $27,752	-155 Reduced 1.58%	9,653 $1.68 Million
Q1 2024 May 09, 2024	SELL	$161.84 - $179.11 $1,780 - $1,970	-11 Reduced 0.11%	9,808 $1.76 Million
Q1 2022 May 04, 2022	SELL	$157.15 - $170.51 $37,401 - $40,581	-238 Reduced 2.37%	9,819 $1.63 Million
Q4 2021 Feb 03, 2022	SELL	$157.12 - $168.08 $2,828 - $3,025	-18 Reduced 0.18%	10,057 $1.69 Million
Q3 2021 Nov 10, 2021	BUY	$154.62 - $164.07 $2,783 - $2,953	18 Added 0.18%	10,075 $1.58 Million
Q2 2021 Aug 11, 2021	BUY	$152.86 - $162.4 $1.54 Million - $1.63 Million	10,057 New	10,057 $1.6 Million

Others Institutions Holding IWD

# of Institutions

1,918

Shares Held

276M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Summit Financial Strategies, Inc. Ishares Russell 1000 Val ETF Transaction History