Back to ETHA
Summit Financial Strategies, Inc. → ETHA
Summit Financial Strategies, Inc. ETHA Position History
iShares Ethereum Trust ETF
Quarters held
105
Latest value
$200K
Q3 2026
Peak value
$153.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $624K |
| Q3 2025 | $95.1M |
| Q3 2025 | $535K |
| Q3 2025 | $455K |
| Q3 2025 | $1.6M |
| Q3 2025 | $5.2M |
| Q3 2025 | $3M |
| Q3 2025 | $49.2M |
| Q3 2025 | $2M |
| Q3 2025 | $3.7M |
| Q3 2025 | $4.7M |
| Q3 2025 | $1.3M |
| Q3 2025 | $467K |
| Q3 2025 | $30.6M |
| Q3 2025 | $315K |
| Q3 2025 | $2.9M |
| Q3 2025 | $372K |
| Q3 2025 | $525K |
| Q3 2025 | $509K |
| Q4 2025 | $620K |
| Q4 2025 | $101.2M |
| Q4 2025 | $445K |
| Q4 2025 | $466K |
| Q4 2025 | $1.6M |
| Q4 2025 | $5.1M |
| Q4 2025 | $3M |
| Q4 2025 | $55.7M |
| Q4 2025 | $2.1M |
| Q4 2025 | $4.2M |
| Q4 2025 | $4.8M |
| Q4 2025 | $1.4M |
| Q4 2025 | $477K |
| Q4 2025 | $33.8M |
| Q4 2025 | $314K |
| Q4 2025 | $2.9M |
| Q4 2025 | $417K |
| Q4 2025 | $212K |
| Q4 2025 | $534K |
| Q4 2025 | $591K |
| Q4 2025 | $450K |
| Q1 2026 | $665K |
| Q1 2026 | $109.5M |
| Q1 2026 | $486K |
| Q1 2026 | $414K |
| Q1 2026 | $1.5M |
| Q1 2026 | $4.7M |
| Q1 2026 | $3M |
| Q1 2026 | $65.7M |
| Q1 2026 | $2.1M |
| Q1 2026 | $4M |
| Q1 2026 | $4.4M |
| Q1 2026 | $1.4M |
| Q1 2026 | $453K |
| Q1 2026 | $40.2M |
| Q1 2026 | $322K |
| Q1 2026 | $2.7M |
| Q1 2026 | $316K |
| Q1 2026 | $202K |
| Q1 2026 | $540K |
| Q1 2026 | $497K |
| Q1 2026 | $229K |
| Q2 2026 | $692K |
| Q2 2026 | $135.4M |
| Q2 2026 | $383K |
| Q2 2026 | $499K |
| Q2 2026 | $1.8M |
| Q2 2026 | $4.2M |
| Q2 2026 | $3.4M |
| Q2 2026 | $80.5M |
| Q2 2026 | $313K |
| Q2 2026 | $2.4M |
| Q2 2026 | $206K |
| Q2 2026 | $4M |
| Q2 2026 | $5.1M |
| Q2 2026 | $1.4M |
| Q2 2026 | $521K |
| Q2 2026 | $50.5M |
| Q2 2026 | $397K |
| Q2 2026 | $201K |
| Q2 2026 | $2.5M |
| Q2 2026 | $370K |
| Q2 2026 | $225K |
| Q2 2026 | $583K |
| Q2 2026 | $612K |
| Q3 2026 | $668K |
| Q3 2026 | $153.1M |
| Q3 2026 | $304K |
| Q3 2026 | $484K |
| Q3 2026 | $1.6M |
| Q3 2026 | $4M |
| Q3 2026 | $3.3M |
| Q3 2026 | $86.3M |
| Q3 2026 | $278K |
| Q3 2026 | $2.5M |
| Q3 2026 | $3.9M |
| Q3 2026 | $5.1M |
| Q3 2026 | $1.3M |
| Q3 2026 | $527K |
| Q3 2026 | $52.4M |
| Q3 2026 | $352K |
| Q3 2026 | $2.6M |
| Q3 2026 | $494K |
| Q3 2026 | $219K |
| Q3 2026 | $836K |
| Q3 2026 | $200K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $200K | 9.0K | — | — |
| Q3 2026 | $836K | 17.0K | — | — |
| Q3 2026 | $219K | 2.7K | — | — |
| Q3 2026 | $494K | 4.1K | — | — |
| Q3 2026 | $2.6M | 32.9K | — | — |
| Q3 2026 | $352K | 2.2K | — | — |
| Q3 2026 | $52.4M | 385.0K | — | — |
| Q3 2026 | $527K | 1.2K | — | — |
| Q3 2026 | $1.3M | 4.7K | — | — |
| Q3 2026 | $5.1M | 12.4K | — | — |
| Q3 2026 | $3.9M | 31.1K | — | — |
| Q3 2026 | $2.5M | 10.1K | — | — |
| Q3 2026 | $278K | 489 | — | — |
| Q3 2026 | $86.3M | 1.20M | — | — |
| Q3 2026 | $3.3M | 31.0K | — | — |
| Q3 2026 | $4M | 38.3K | — | — |
| Q3 2026 | $1.6M | 11.0K | — | — |
| Q3 2026 | $484K | 7.3K | — | — |
| Q3 2026 | $304K | 3.2K | — | — |
| Q3 2026 | $153.1M | 199.9K | — | — |
| Q3 2026 | $668K | 4.4K | — | — |
| Q2 2026 | $612K | 12.1K | — | — |
| Q2 2026 | $583K | 7.7K | — | — |
| Q2 2026 | $225K | 2.7K | — | — |
| Q2 2026 | $370K | 3.0K | — | — |
| Q2 2026 | $2.5M | 32.4K | — | — |
| Q2 2026 | $201K | 3.5K | — | — |
| Q2 2026 | $397K | 2.2K | — | — |
| Q2 2026 | $50.5M | 340.4K | — | — |
| Q2 2026 | $521K | 1.2K | — | — |
| Q2 2026 | $1.4M | 4.7K | — | — |
| Q2 2026 | $5.1M | 12.4K | — | — |
| Q2 2026 | $4M | 32.1K | — | — |
| Q2 2026 | $206K | 1.8K | — | — |
| Q2 2026 | $2.4M | 10.1K | — | — |
| Q2 2026 | $313K | 489 | — | — |
| Q2 2026 | $80.5M | 1.04M | — | — |
| Q2 2026 | $3.4M | 31.2K | — | — |
| Q2 2026 | $4.2M | 40.5K | — | — |
| Q2 2026 | $1.8M | 13.0K | — | — |
| Q2 2026 | $499K | 7.3K | — | — |
| Q2 2026 | $383K | 3.9K | — | — |
| Q2 2026 | $135.4M | 180.8K | — | — |
| Q2 2026 | $692K | 4.4K | — | — |
| Q1 2026 | $229K | 2.3K | — | — |
| Q1 2026 | $497K | 9.9K | — | — |
| Q1 2026 | $540K | 7.7K | — | — |
| Q1 2026 | $202K | 2.2K | — | — |
| Q1 2026 | $316K | 2.8K | — | — |
| Q1 2026 | $2.7M | 36.8K | — | — |
| Q1 2026 | $322K | 2.2K | — | — |
| Q1 2026 | $40.2M | 323.5K | — | — |
| Q1 2026 | $453K | 1.2K | — | — |
| Q1 2026 | $1.4M | 5.6K | — | — |
| Q1 2026 | $4.4M | 12.5K | — | — |
| Q1 2026 | $4M | 9.3K | — | — |
| Q1 2026 | $2.1M | 10.0K | — | — |
| Q1 2026 | $65.7M | 972.2K | — | — |
| Q1 2026 | $3M | 31.2K | — | — |
| Q1 2026 | $4.7M | 48.9K | — | — |
| Q1 2026 | $1.5M | 13.0K | — | — |
| Q1 2026 | $414K | 7.3K | — | — |
| Q1 2026 | $486K | 4.9K | — | — |
| Q1 2026 | $109.5M | 167.7K | — | — |
| Q1 2026 | $665K | 4.4K | — | — |
| Q4 2025 | $450K | 4.5K | — | — |
| Q4 2025 | $591K | 11.8K | — | — |
| Q4 2025 | $534K | 7.7K | — | — |
| Q4 2025 | $212K | 2.4K | — | — |
| Q4 2025 | $417K | 3.7K | — | — |
| Q4 2025 | $2.9M | 41.0K | — | — |
| Q4 2025 | $314K | 2.2K | — | — |
| Q4 2025 | $33.8M | 281.7K | — | — |
| Q4 2025 | $477K | 1.2K | — | — |
| Q4 2025 | $1.4M | 5.5K | — | — |
| Q4 2025 | $4.8M | 12.7K | — | — |
| Q4 2025 | $4.2M | 9.0K | — | — |
| Q4 2025 | $2.1M | 10.0K | — | — |
| Q4 2025 | $55.7M | 844.2K | — | — |
| Q4 2025 | $3M | 31.3K | — | — |
| Q4 2025 | $5.1M | 53.4K | — | — |
| Q4 2025 | $1.6M | 13.0K | — | — |
| Q4 2025 | $466K | 8.5K | — | — |
| Q4 2025 | $445K | 4.5K | — | — |
| Q4 2025 | $101.2M | 147.8K | — | — |
| Q4 2025 | $620K | 4.4K | — | — |
| Q3 2025 | $509K | 9.9K | — | — |
| Q3 2025 | $525K | 7.7K | — | — |
| Q3 2025 | $372K | 3.3K | — | — |
| Q3 2025 | $2.9M | 42.3K | — | — |
| Q3 2025 | $315K | 2.2K | — | — |
| Q3 2025 | $30.6M | 257.2K | — | — |
| Q3 2025 | $467K | 1.2K | — | — |
| Q3 2025 | $1.3M | 5.4K | — | — |
| Q3 2025 | $4.7M | 12.8K | — | — |
| Q3 2025 | $3.7M | 8.0K | — | — |
| Q3 2025 | $2M | 9.7K | — | — |
| Q3 2025 | $49.2M | 753.8K | — | — |
| Q3 2025 | $3M | 31.4K | — | — |
| Q3 2025 | $5.2M | 55.6K | — | — |
| Q3 2025 | $1.6M | 13.0K | — | — |
| Q3 2025 | $455K | 8.5K | — | — |
| Q3 2025 | $535K | 5.3K | — | — |
| Q3 2025 | $95.1M | 142.2K | — | — |
| Q3 2025 | $624K | 4.4K | — | — |
Other funds holding ETHA
Other Summit Financial Strategies, Inc. positions
JPM-PM
$135.8MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$131.5MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$124.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$116MJ P MORGAN EXCHANGE TRADED F
FIS
$110.2MFIDELITY MERRIMACK STR TR
FIS
$108.5MFIDELITY MERRIMACK STR TR
JPM-PM
$108.4MJ P MORGAN EXCHANGE TRADED F
FIS
$101.6MFIDELITY MERRIMACK STR TR