ISHARES TR

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

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 21,657 Value ($000) $2,669 Avg Close — Range —
Q3 2025
Shares 17,826 Value ($000) $2,152 Avg Close — Range —
Q2 2025
Shares 9,246 Value ($000) $1,018 Avg Close — Range —
Q1 2025
Shares 5,731 Value ($000) $532 Avg Close — Range —
Q4 2024
Shares 5,731 Value ($000) $582 Avg Close — Range —
Q3 2024
Shares 3,725 Value ($000) $357 Avg Close — Range —
Q2 2024
Shares 3,933 Value ($000) $364 Avg Close — Range —
Q1 2024
Shares 4,050 Value ($000) $342 Avg Close — Range —
Q4 2023
Shares 4,049 Value ($000) $304 Avg Close — Range —
Q3 2023
Shares 4,644 Value ($000) $318 Avg Close — Range —