ISHARES TR

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

BEESE FULMER INVESTMENT MANAGEMENT, INC.'s Holding History (CIK: 0000911274)

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

Q4 2025
Shares 115,822 Value ($000) $14,276 Avg Close — Range —
Q3 2025
Shares 116,106 Value ($000) $14,016 Avg Close — Range —
Q2 2025
Shares 116,833 Value ($000) $12,863 Avg Close — Range —
Q1 2025
Shares 2,705 Value ($000) $251 Avg Close — Range —
Q4 2024
Shares 2,132 Value ($000) $216 Avg Close — Range —
Q3 2024
Shares 2,132 Value ($000) $204 Avg Close — Range —
Q1 2021
Shares 3,121 Value ($000) $203 Avg Close — Range —
Q2 2020
Shares 418 Value ($000) $87 Avg Close — Range —