ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Summit Trail Advisors, LLC's Holding History (CIK: 0001698478)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 15,938 Value ($000) $1,965 Avg Close — Range —
Q3 2025
Shares 18,366 Value ($000) $2,217 Avg Close — Range —
Q2 2025
Shares 18,424 Value ($000) $2,028 Avg Close — Range —
Q3 2024
Shares 3,036 Value ($000) $291 Avg Close — Range —
Q2 2024
Shares 3,036 Value ($000) $281 Avg Close — Range —
Q4 2021
Shares 17,383 Value ($000) $1,454 Avg Close — Range —
Q3 2021
Shares 25,464 Value ($000) $1,882 Avg Close — Range —
Q2 2021
Shares 29,637 Value ($000) $2,155 Avg Close — Range —
Q1 2021
Shares 40,516 Value ($000) $2,638 Avg Close — Range —
Q4 2020
Shares 42,516 Value ($000) $2,713 Avg Close — Range —
Q3 2020
Shares 42,516 Value ($000) $2,564 Avg Close — Range —
Q2 2020
Shares 8,066 Value ($000) $1,674 Avg Close — Range —
Q1 2020
Shares 8,066 Value ($000) $1,331 Avg Close — Range —