ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 1,399 Value ($000) $294 Avg Close — Range —
Q3 2025
Shares 1,399 Value ($000) $285 Avg Close — Range —
Q2 2025
Shares 1,399 Value ($000) $272 Avg Close — Range —
Q1 2025
Shares 1,399 Value ($000) $263 Avg Close — Range —
Q4 2024
Shares 1,399 Value ($000) $259 Avg Close — Range —
Q3 2024
Shares 1,399 Value ($000) $266 Avg Close — Range —
Q2 2024
Shares 15,002 Value ($000) $2,617 Avg Close — Range —
Q1 2024
Shares 1,416 Value ($000) $254 Avg Close — Range —
Q4 2023
Shares 1,416 Value ($000) $234 Avg Close — Range —
Q3 2023
Shares 1,416 Value ($000) $215 Avg Close — Range —
Q2 2023
Shares 1,416 Value ($000) $223 Avg Close — Range —
Q1 2023
Shares 1,416 Value ($000) $216 Avg Close — Range —
Q4 2022
Shares 1,416 Value ($000) $215 Avg Close — Range —