ISHARES TR

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

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 42,097 Value ($000) $5,189 Avg Close — Range —
Q3 2025
Shares 67,144 Value ($000) $8,106 Avg Close — Range —
Q2 2025
Shares 45,955 Value ($000) $5,060 Avg Close — Range —
Q1 2025
Shares 50,882 Value ($000) $4,723 Avg Close — Range —
Q4 2024
Shares 39,304 Value ($000) $3,991 Avg Close — Range —
Q3 2024
Shares 10,856 Value ($000) $1,039 Avg Close — Range —
Q2 2024
Shares 11,055 Value ($000) $1,023 Avg Close — Range —
Q1 2024
Shares 5,372 Value ($000) $454 Avg Close — Range —
Q4 2023
Shares 1,721 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 1,301 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 43,036 Value ($000) $3 Avg Close — Range —
Q2 2020
Shares 967 Value ($000) $201 Avg Close — Range —