ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

ROTHSCHILD INVESTMENT LLC's Holding History (CIK: 0000085338)

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

Q4 2025
Shares 11,365 Value ($000) $1,401 Avg Close — Range —
Q3 2025
Shares 12,163 Value ($000) $1,468 Avg Close — Range —
Q2 2025
Shares 12,244 Value ($000) $1,348 Avg Close — Range —
Q1 2025
Shares 9,562 Value ($000) $888 Avg Close — Range —
Q4 2024
Shares 9,555 Value ($000) $970 Avg Close — Range —
Q3 2024
Shares 10,300 Value ($000) $986 Avg Close — Range —
Q2 2024
Shares 14,189 Value ($000) $1,313 Avg Close — Range —
Q1 2024
Shares 14,181 Value ($000) $1,197 Avg Close — Range —
Q4 2023
Shares 14,796 Value ($000) $1,111 Avg Close — Range —