ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 2,114 Value ($000) $520 Avg Close — Range —
Q3 2025
Shares 2,114 Value ($000) $511 Avg Close — Range —
Q2 2025
Shares 2,089 Value ($000) $451 Avg Close — Range —
Q1 2025
Shares 2,122 Value ($000) $423 Avg Close — Range —
Q4 2024
Shares 2,121 Value ($000) $469 Avg Close — Range —
Q3 2024
Shares 2,120 Value ($000) $468 Avg Close — Range —
Q1 2024
Shares 2,229 Value ($000) $469 Avg Close — Range —
Q4 2023
Shares 2,116 Value ($000) $425 Avg Close — Range —
Q3 2023
Shares 2,113 Value ($000) $374 Avg Close — Range —
Q2 2023
Shares 2,583 Value ($000) $484 Avg Close — Range —
Q1 2023
Shares 2,473 Value ($000) $441 Avg Close — Range —
Q4 2022
Shares 2,462 Value ($000) $429 Avg Close — Range —