ISHARES TR

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

Sharkey, Howes & Javer's Holding History (CIK: 0001642246)

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

Q4 2025
Shares 352,604 Value ($000) $43,462 Avg Close — Range —
Q3 2025
Shares 327,477 Value ($000) $39,533 Avg Close — Range —
Q2 2025
Shares 321,976 Value ($000) $35,450 Avg Close — Range —
Q1 2025
Shares 326,401 Value ($000) $30,300 Avg Close — Range —
Q4 2024
Shares 267,686 Value ($000) $27,178 Avg Close — Range —
Q3 2024
Shares 283,557 Value ($000) $27,151 Avg Close — Range —
Q2 2024
Shares 301,870 Value ($000) $27,935 Avg Close — Range —
Q1 2024
Shares 5,088 Value ($000) $430 Avg Close — Range —
Q4 2023
Shares 72,491 Value ($000) $5,444 Avg Close — Range —
Q3 2023
Shares 71,006 Value ($000) $4,858 Avg Close — Range —