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

Summit Financial Strategies, Inc.

$998 Million
Q2 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 7,419 shares of IWF stock, worth $3.26 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

7,419

Previous 6,032 22.99%

Holding current value

$3.26 Million

Previous $2.18 Million 43.62%

% of portfolio

0.31%

Previous 0.24%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$320.42 - $424.58 $444,422 - $588,892	1,387 Added 22.99%	7,419 $3.13 Million
Q1 2025 May 12, 2025	BUY	$360.07 - $417.26 $364,030 - $421,849	1,011 Added 20.14%	6,032 $2.18 Million
Q4 2024 Jan 22, 2025	SELL	$370.24 - $418.94 $21,844 - $24,717	-59 Reduced 1.16%	5,021 $2.02 Million
Q3 2024 Oct 16, 2024	SELL	$332.02 - $382.76 $110,894 - $127,841	-334 Reduced 6.17%	5,080 $1.91 Million
Q2 2024 Jul 19, 2024	BUY	$316.15 - $367.33 $13,594 - $15,795	43 Added 0.8%	5,414 $1.97 Million
Q1 2024 May 09, 2024	SELL	$294.43 - $339.01 $43,281 - $49,834	-147 Reduced 2.66%	5,371 $1.81 Million
Q4 2023 Feb 13, 2024	SELL	$256.94 - $304.21 $52,415 - $62,058	-204 Reduced 3.57%	5,518 $1.67 Million
Q3 2023 Oct 24, 2023	SELL	$263.8 - $285.38 $87,054 - $94,175	-330 Reduced 5.45%	5,722 $1.52 Million
Q2 2023 Jul 21, 2023	BUY	$239.31 - $275.18 $200,541 - $230,600	838 Added 16.07%	6,052 $1.67 Million
Q4 2022 Jan 20, 2023	BUY	$207.03 - $232.89 $41,613 - $46,810	201 Added 4.01%	5,214 $0
Q3 2022 Oct 21, 2022	SELL	$210.4 - $257.47 $105,620 - $129,249	-502 Reduced 9.1%	5,013 $1.06 Million
Q2 2022 Jul 25, 2022	BUY	$209.9 - $283.21 $25,817 - $34,834	123 Added 2.28%	5,515 $1.21 Million
Q1 2022 May 04, 2022	SELL	$246.62 - $307.78 $47,351 - $59,093	-192 Reduced 3.44%	5,392 $1.5 Million
Q3 2021 Nov 10, 2021	SELL	$272.07 - $292.68 $4,625 - $4,975	-17 Reduced 0.3%	5,584 $1.53 Million
Q2 2021 Aug 11, 2021	BUY	$244.58 - $272.16 $191,016 - $212,556	781 Added 16.2%	5,601 $1.52 Million
Q1 2021 May 11, 2021	BUY	$230.04 - $254.69 $22,083 - $24,450	96 Added 2.03%	4,820 $1.17 Million
Q3 2020 Nov 16, 2020	SELL	$194.64 - $233.83 $1,946 - $2,338	-10 Reduced 0.21%	4,724 $1.03 Million
Q4 2019 Feb 11, 2020	SELL	$155.29 - $176.84 $11,180 - $12,732	-72 Reduced 1.5%	4,734 $833,000
Q3 2017 Nov 09, 2017	BUY	N/A	4,806	4,806 $601,000

Others Institutions Holding IWF

# of Institutions

2,491

Shares Held

227M

Call Options Held

356K

Put Options Held

86.1K

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About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Summit Financial Strategies, Inc. Ishares Russell 1000 Gr ETF Transaction History