ISHARES TR

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

JT Stratford LLC's Holding History (CIK: 0001689013)

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

Q4 2025
Shares 30,185 Value ($000) $3,721 Avg Close Range
Q3 2025
Shares 37,484 Value ($000) $4,525 Avg Close Range
Q2 2025
Shares 37,232 Value ($000) $4,099 Avg Close Range
Q1 2025
Shares 38,725 Value ($000) $3,595 Avg Close Range
Q4 2024
Shares 35,651 Value ($000) $3,620 Avg Close Range
Q3 2024
Shares 34,932 Value ($000) $3,345 Avg Close Range
Q2 2024
Shares 34,975 Value ($000) $3,237 Avg Close Range
Q1 2024
Shares 32,122 Value ($000) $2,712 Avg Close Range
Q4 2023
Shares 23,486 Value ($000) $1,764 Avg Close Range
Q3 2023
Shares 23,106 Value ($000) $1,581 Avg Close Range
Q2 2023
Shares 27,601 Value ($000) $1,945 Avg Close Range
Q1 2023
Shares 31,282 Value ($000) $1,999 Avg Close Range
Q4 2022
Shares 32,725 Value ($000) $1,914 Avg Close Range
Q1 2021
Shares 14,309 Value ($000) $932 Avg Close Range