ISHARES TR

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

INVESTMENT MANAGEMENT CORP /VA/ /ADV's Holding History (CIK: 0000789307)

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

Q4 2025
Shares 17,098 Value ($000) $2,107 Avg Close — Range —
Q3 2025
Shares 17,250 Value ($000) $2,082 Avg Close — Range —
Q2 2025
Shares 16,977 Value ($000) $1,869 Avg Close — Range —
Q1 2025
Shares 17,340 Value ($000) $1,610 Avg Close — Range —
Q4 2024
Shares 17,326 Value ($000) $1,759 Avg Close — Range —