ISHARES TR

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

PHILLIPS FINANCIAL MANAGEMENT, LLC's Holding History (CIK: 0001350660)

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

Q4 2025
Shares 3,873 Value ($000) $477 Avg Close — Range —
Q3 2025
Shares 3,897 Value ($000) $470 Avg Close — Range —
Q2 2025
Shares 3,897 Value ($000) $429 Avg Close — Range —
Q1 2025
Shares 3,897 Value ($000) $362 Avg Close — Range —
Q4 2024
Shares 3,897 Value ($000) $396 Avg Close — Range —
Q3 2024
Shares 3,910 Value ($000) $374 Avg Close — Range —
Q2 2024
Shares 4,242 Value ($000) $393 Avg Close — Range —
Q1 2024
Shares 4,177 Value ($000) $353 Avg Close — Range —
Q4 2023
Shares 4,202 Value ($000) $316 Avg Close — Range —
Q3 2023
Shares 5,176 Value ($000) $354 Avg Close — Range —
Q2 2023
Shares 6,001 Value ($000) $423 Avg Close — Range —
Q1 2023
Shares 6,001 Value ($000) $383 Avg Close — Range —
Q4 2022
Shares 7,318 Value ($000) $428 Avg Close — Range —
Q3 2022
Shares 8,798 Value ($000) $509 Avg Close — Range —
Q1 2022
Shares 14,424 Value ($000) $1,102 Avg Close — Range —
Q4 2021
Shares 17,567 Value ($000) $1,470 Avg Close — Range —
Q3 2021
Shares 17,567 Value ($000) $1,298 Avg Close — Range —
Q2 2021
Shares 17,567 Value ($000) $1,278 Avg Close — Range —
Q1 2021
Shares 17,567 Value ($000) $1,144 Avg Close — Range —
Q4 2020
Shares 21,740 Value ($000) $1,387 Avg Close — Range —