ISHARES TR

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

PATTEN & PATTEN INC/TN's Holding History (CIK: 0001044905)

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

Q4 2025
Shares 4,291 Value ($000) $529 Avg Close — Range —
Q3 2025
Shares 4,234 Value ($000) $511 Avg Close — Range —
Q2 2025
Shares 2,257 Value ($000) $248 Avg Close — Range —
Q1 2025
Shares 2,657 Value ($000) $247 Avg Close — Range —
Q4 2024
Shares 2,657 Value ($000) $270 Avg Close — Range —
Q3 2024
Shares 2,720 Value ($000) $260 Avg Close — Range —
Q2 2024
Shares 2,795 Value ($000) $259 Avg Close — Range —
Q1 2024
Shares 2,782 Value ($000) $235 Avg Close — Range —
Q4 2023
Shares 2,782 Value ($000) $209 Avg Close — Range —