ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 15,657 Value ($000) $3,320 Avg Close — Range —
Q3 2025
Shares 15,402 Value ($000) $3,181 Avg Close — Range —
Q2 2025
Shares 15,605 Value ($000) $3,050 Avg Close — Range —
Q1 2025
Shares 15,599 Value ($000) $2,973 Avg Close — Range —
Q4 2024
Shares 17,373 Value ($000) $3,316 Avg Close — Range —
Q3 2024
Shares 17,752 Value ($000) $3,500 Avg Close — Range —
Q1 2024
Shares 21,031 Value ($000) $3,929 Avg Close — Range —
Q4 2023
Shares 21,756 Value ($000) $3,783 Avg Close — Range —
Q3 2023
Shares 21,761 Value ($000) $3,348 Avg Close — Range —
Q2 2023
Shares 21,843 Value ($000) $3,521 Avg Close — Range —
Q1 2023
Shares 21,990 Value ($000) $3,337 Avg Close — Range —
Q4 2022
Shares 21,960 Value ($000) $3,186 Avg Close — Range —