Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 3,000 | $370 | — | — |
| Q3 2025 | 3,000 | $362 | — | — |
| Q2 2025 | 3,000 | $330 | — | — |
| Q1 2025 | 3,100 | $288 | — | — |
| Q4 2024 | 3,100 | $315 | — | — |
| Q3 2024 | 3,100 | $297 | — | — |
| Q2 2024 | 3,100 | $287 | — | — |
| Q1 2024 | 3,100 | $262 | — | — |
| Q4 2023 | 3,100 | $233 | — | — |
| Q3 2023 | 3,100 | $212 | — | — |
| Q2 2023 | 3,100 | $218 | — | — |
| Q1 2022 | 3,100 | $237 | — | — |
| Q4 2021 | 3,100 | $259 | — | — |
| Q3 2021 | 3,246 | $240 | — | — |
| Q2 2021 | 3,246 | $236 | — | — |
| Q1 2021 | 3,246 | $211 | — | — |