ISHARES TR

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

Commonwealth Financial Services, LLC's Holding History (CIK: 0001536755)

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

Q4 2025
Shares 34,973 Value ($000) $4,311 Avg Close — Range —
Q3 2025
Shares 36,837 Value ($000) $4,447 Avg Close — Range —
Q2 2025
Shares 30,327 Value ($000) $3,339 Avg Close — Range —
Q1 2025
Shares 121,418 Value ($000) $11,271 Avg Close — Range —
Q4 2024
Shares 128,159 Value ($000) $13,012 Avg Close — Range —
Q3 2024
Shares 136,938 Value ($000) $12,928 Avg Close — Range —
Q2 2024
Shares 141,601 Value ($000) $13,589 Avg Close — Range —
Q1 2024
Shares 55,777 Value ($000) $4,189 Avg Close — Range —
Q4 2023
Shares 55,777 Value ($000) $4,189 Avg Close — Range —
Q3 2023
Shares 22,296 Value ($000) $1,525 Avg Close — Range —
Q1 2017
Shares 72,730 Value ($000) $9,544 Avg Close — Range —
Q4 2015
Shares 13,586 Value ($000) $1,573 Avg Close — Range —
Q3 2015
Shares 9,574 Value ($000) $1,032 Avg Close — Range —
Q2 2015
Shares 101 Value ($000) $11 Avg Close — Range —
Q1 2015
Shares 141 Value ($000) $16 Avg Close — Range —
Q4 2014
Shares 8,166 Value ($000) $911 Avg Close — Range —