ISHARES TR

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

Summit Investment Advisory Services, LLC's Holding History (CIK: 0001914395)

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

Q4 2025
Shares 69,830 Value ($000) $8,607 Avg Close — Range —
Q3 2025
Shares 70,093 Value ($000) $8,462 Avg Close — Range —
Q2 2025
Shares 70,435 Value ($000) $7,755 Avg Close — Range —
Q1 2025
Shares 69,558 Value ($000) $6,457 Avg Close — Range —
Q4 2024
Shares 73,658 Value ($000) $7,478 Avg Close — Range —
Q3 2024
Shares 74,125 Value ($000) $7,097 Avg Close — Range —
Q1 2024
Shares 88,575 Value ($000) $7,479 Avg Close — Range —
Q4 2023
Shares 91,161 Value ($000) $6,846 Avg Close — Range —
Q3 2023
Shares 94,218 Value ($000) $6,446 Avg Close — Range —
Q2 2023
Shares 95,157 Value ($000) $6,707 Avg Close — Range —
Q1 2023
Shares 95,938 Value ($000) $6,129 Avg Close — Range —
Q4 2022
Shares 97,471 Value ($000) $5,702 Avg Close — Range —