Summit Investment Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.11M	Buy	+18,005	New	+$6.11M	5.19%	7
2024 Q3	–	Sell	-15,705	Closed	-$4.67M	–	90
2024 Q2	$4.67M	Buy	+15,705	New	+$4.67M	5.49%	7