ISHARES TR

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

Coastal Bridge Advisors, LLC's Holding History (CIK: 0001665976)

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

Q4 2025
Shares 7,438 Value ($000) $917 Avg Close Range
Q3 2025
Shares 7,435 Value ($000) $898 Avg Close Range
Q2 2025
Shares 7,406 Value ($000) $815 Avg Close Range