ISHARES TR

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

Retirement Planning Group, LLC's Holding History (CIK: 0001508195)

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

Q4 2025
Shares 71,675 Value ($000) $8,835 Avg Close — Range —
Q3 2025
Shares 74,562 Value ($000) $9,001 Avg Close — Range —
Q2 2025
Shares 74,867 Value ($000) $8,243 Avg Close — Range —
Q1 2025
Shares 72,966 Value ($000) $6,773 Avg Close — Range —
Q4 2024
Shares 74,178 Value ($000) $7,531 Avg Close — Range —
Q3 2024
Shares 75,439 Value ($000) $7,223 Avg Close — Range —
Q2 2024
Shares 59,337 Value ($000) $5,491 Avg Close — Range —
Q1 2024
Shares 67,543 Value ($000) $5,703 Avg Close — Range —
Q4 2023
Shares 61,661 Value ($000) $4,631 Avg Close — Range —
Q3 2023
Shares 68,305 Value ($000) $4,673 Avg Close — Range —
Q2 2023
Shares 72,021 Value ($000) $5,076 Avg Close — Range —
Q1 2023
Shares 73,100 Value ($000) $4,670 Avg Close — Range —
Q4 2022
Shares 34,799 Value ($000) $2,036 Avg Close — Range —
Q3 2022
Shares 63,736 Value ($000) $3,687 Avg Close — Range —
Q2 2022
Shares 50,950 Value ($000) $3,075 Avg Close — Range —