ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 349,101 Value ($000) $24,235 Avg Close — Range —
Q3 2025
Shares 354,296 Value ($000) $24,121 Avg Close — Range —
Q2 2025
Shares 357,745 Value ($000) $22,874 Avg Close — Range —
Q1 2025
Shares 362,074 Value ($000) $22,369 Avg Close — Range —
Q4 2024
Shares 367,949 Value ($000) $22,570 Avg Close — Range —
Q3 2024
Shares 373,780 Value ($000) $23,432 Avg Close — Range —
Q1 2024
Shares 392,535 Value ($000) $22,791 Avg Close — Range —
Q4 2023
Shares 430,207 Value ($000) $23,154 Avg Close — Range —
Q3 2023
Shares 433,395 Value ($000) $21,466 Avg Close — Range —
Q2 2023
Shares 588,207 Value ($000) $30,310 Avg Close — Range —
Q1 2023
Shares 551,715 Value ($000) $27,580 Avg Close — Range —
Q4 2022
Shares 582,158 Value ($000) $29,108 Avg Close — Range —