ISHARES TR

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025
Shares 17,760 Value ($000) $2,189 Avg Close — Range —
Q3 2025
Shares 892,589 Value ($000) $107,753 Avg Close — Range —
Q2 2025
Shares 869,187 Value ($000) $95,698 Avg Close — Range —
Q1 2025
Shares 581,067 Value ($000) $53,940 Avg Close — Range —
Q4 2024
Shares 572,618 Value ($000) $58,138 Avg Close — Range —
Q3 2024
Shares 581,416 Value ($000) $3,682 Avg Close — Range —
Q2 2024
Shares 556,594 Value ($000) $51,507 Avg Close — Range —
Q1 2023
Shares 262,042 Value ($000) $17 Avg Close — Range —
Q4 2022
Shares 279,151 Value ($000) $16 Avg Close — Range —
Q3 2022
Shares 248,882 Value ($000) $14,398 Avg Close — Range —
Q2 2022
Shares 250,753 Value ($000) $15,133 Avg Close — Range —
Q1 2022
Shares 250,105 Value ($000) $19,103 Avg Close — Range —
Q4 2021
Shares 249,817 Value ($000) $15,943 Avg Close — Range —
Q3 2021
Shares 250,941 Value ($000) $18,547 Avg Close — Range —
Q2 2021
Shares 250,062 Value ($000) $18,187 Avg Close — Range —
Q1 2021
Shares 250,058 Value ($000) $16,281 Avg Close — Range —
Q4 2020
Shares 249,817 Value ($000) $15,943 Avg Close — Range —
Q3 2020
Shares 62,506 Value ($000) $14,444 Avg Close — Range —
Q2 2020
Shares 62,051 Value ($000) $12,875 Avg Close — Range —
Q1 2020
Shares 48,865 Value ($000) $8,065 Avg Close — Range —