ISHARES TR

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

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 1,031 Value ($000) $127 Avg Close — Range —
Q3 2025
Shares 1,031 Value ($000) $125 Avg Close — Range —
Q2 2025
Shares 1,031 Value ($000) $114 Avg Close — Range —
Q1 2025
Shares 1,031 Value ($000) $96 Avg Close — Range —