ISHARES TR

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

SVB WEALTH LLC's Holding History (CIK: 0001626116)

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

Q4 2024
Shares 9,576 Value ($000) $972 Avg Close — Range —
Q2 2024
Shares 9,696 Value ($000) $897 Avg Close — Range —
Q1 2024
Shares 9,816 Value ($000) $829 Avg Close — Range —
Q4 2023
Shares 10,086 Value ($000) $757 Avg Close — Range —
Q3 2023
Shares 9,972 Value ($000) $682 Avg Close — Range —
Q2 2023
Shares 17,795 Value ($000) $1,254 Avg Close — Range —
Q1 2023
Shares 27,666 Value ($000) $1,768 Avg Close — Range —
Q4 2022
Shares 37,258 Value ($000) $2,180 Avg Close — Range —
Q3 2022
Shares 38,454 Value ($000) $2,225 Avg Close — Range —
Q2 2022
Shares 27,526 Value ($000) $1,661 Avg Close — Range —
Q1 2022
Shares 27,926 Value ($000) $2,133 Avg Close — Range —
Q4 2021
Shares 27,925 Value ($000) $2,336 Avg Close — Range —
Q3 2021
Shares 28,303 Value ($000) $2,092 Avg Close — Range —
Q2 2021
Shares 35,628 Value ($000) $2,591 Avg Close — Range —
Q1 2021
Shares 35,727 Value ($000) $2,326 Avg Close — Range —
Q4 2020
Shares 36,840 Value ($000) $2,350 Avg Close — Range —
Q3 2020
Shares 9,415 Value ($000) $2,176 Avg Close — Range —
Q2 2020
Shares 9,488 Value ($000) $1,968 Avg Close — Range —
Q1 2020
Shares 200 Value ($000) $33 Avg Close — Range —
Q4 2019
Shares 9,758 Value ($000) $1,890 Avg Close — Range —
Q3 2019
Shares 13,538 Value ($000) $2,437 Avg Close — Range —
Q2 2019
Shares 13,603 Value ($000) $2,438 Avg Close — Range —