ISHARES TR

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

Waldron Private Wealth LLC's Holding History (CIK: 0001598180)

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

Q4 2025
Shares 1,964 Value ($000) $242 Avg Close — Range —
Q3 2025
Shares 1,964 Value ($000) $237 Avg Close — Range —
Q1 2022
Shares 3,448 Value ($000) $263 Avg Close — Range —
Q4 2021
Shares 3,448 Value ($000) $288 Avg Close — Range —
Q3 2021
Shares 3,448 Value ($000) $254 Avg Close — Range —
Q2 2021
Shares 3,448 Value ($000) $250 Avg Close — Range —
Q1 2021
Shares 3,448 Value ($000) $224 Avg Close — Range —
Q4 2020
Shares 3,448 Value ($000) $220 Avg Close — Range —