ISHARES TR

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

SevenBridge Financial Group, LLC's Holding History (CIK: 0001673954)

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

Q4 2025
Shares 2,128 Value ($000) $265 Avg Close — Range —
Q3 2025
Shares 2,128 Value ($000) $263 Avg Close — Range —
Q2 2025
Shares 2,128 Value ($000) $246 Avg Close — Range —
Q1 2025
Shares 2,128 Value ($000) $214 Avg Close — Range —
Q4 2024
Shares 2,324 Value ($000) $245 Avg Close — Range —
Q3 2024
Shares 2,128 Value ($000) $215 Avg Close — Range —
Q4 2021
Shares 2,672 Value ($000) $224 Avg Close — Range —
Q2 2019
Shares 136 Value ($000) $24 Avg Close — Range —
Q1 2019
Shares 136 Value ($000) $23 Avg Close — Range —
Q4 2018
Shares 136 Value ($000) $20 Avg Close — Range —
Q3 2018
Shares 136 Value ($000) $24 Avg Close — Range —
Q2 2018
Shares 136 Value ($000) $22 Avg Close — Range —
Q1 2018
Shares 136 Value ($000) $21 Avg Close — Range —
Q4 2017
Shares 214 Value ($000) $33 Avg Close — Range —