ISHARES TR

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

Glassman Wealth Services's Holding History (CIK: 0001642160)

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

Q4 2025

Shares 3,643 Value ($000) $449 Avg Close — Range —

Q3 2025

Shares 5,697 Value ($000) $688 Avg Close — Range —

Q2 2025

Shares 5,697 Value ($000) $627 Avg Close — Range —

Q1 2025

Shares 5,725 Value ($000) $531 Avg Close — Range —

Q4 2024

Shares 5,729 Value ($000) $582 Avg Close — Range —

Q3 2024

Shares 5,871 Value ($000) $562 Avg Close — Range —

Q2 2024

Shares 5,871 Value ($000) $543 Avg Close — Range —

Q1 2024

Shares 5,871 Value ($000) $496 Avg Close — Range —

Q4 2023

Shares 5,871 Value ($000) $441 Avg Close — Range —

Q3 2023

Shares 5,572 Value ($000) $381 Avg Close — Range —

Q2 2023

Shares 5,572 Value ($000) $393 Avg Close — Range —

Q1 2023

Shares 9,572 Value ($000) $612 Avg Close — Range —

Q4 2022

Shares 9,572 Value ($000) $560 Avg Close — Range —

Q3 2022

Shares 9,572 Value ($000) $554 Avg Close — Range —

Q2 2022

Shares 9,572 Value ($000) $578 Avg Close — Range —

Q1 2022

Shares 9,572 Value ($000) $731 Avg Close — Range —

Q4 2021

Shares 9,572 Value ($000) $801 Avg Close — Range —

Q3 2021

Shares 9,572 Value ($000) $707 Avg Close — Range —

Q2 2021

Shares 9,572 Value ($000) $696 Avg Close — Range —

Q1 2021

Shares 544 Value ($000) $35 Avg Close — Range —

Q4 2020

Shares 544 Value ($000) $35 Avg Close — Range —

Q3 2020

Shares 136 Value ($000) $31 Avg Close — Range —

Q2 2020

Shares 136 Value ($000) $28 Avg Close — Range —

Q1 2020

Shares 136 Value ($000) $22 Avg Close — Range —

Q4 2019

Shares 136 Value ($000) $26 Avg Close — Range —

Q3 2019

Shares 136 Value ($000) $24 Avg Close — Range —

Q2 2019

Shares 136 Value ($000) $24 Avg Close — Range —

Q1 2019