ISHARES TR

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

Legacy Bridge, LLC's Holding History (CIK: 0001689144)

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

Q4 2025
Shares 4,305 Value ($000) $531 Avg Close Range
Q3 2025
Shares 4,305 Value ($000) $520 Avg Close Range
Q2 2025
Shares 4,305 Value ($000) $474 Avg Close Range
Q1 2025
Shares 4,305 Value ($000) $400 Avg Close Range
Q4 2024
Shares 4,905 Value ($000) $498 Avg Close Range
Q3 2024
Shares 4,905 Value ($000) $470 Avg Close Range
Q2 2024
Shares 4,905 Value ($000) $454 Avg Close Range
Q1 2024
Shares 4,905 Value ($000) $414 Avg Close Range
Q4 2023
Shares 4,870 Value ($000) $366 Avg Close Range
Q3 2023
Shares 4,910 Value ($000) $336 Avg Close Range
Q2 2023
Shares 4,910 Value ($000) $346 Avg Close Range
Q1 2023
Shares 4,785 Value ($000) $306 Avg Close Range
Q4 2022
Shares 4,785 Value ($000) $280 Avg Close Range
Q3 2022
Shares 4,785 Value ($000) $277 Avg Close Range
Q2 2022
Shares 4,785 Value ($000) $289 Avg Close Range
Q1 2022
Shares 5,885 Value ($000) $449 Avg Close Range
Q4 2021
Shares 5,885 Value ($000) $492 Avg Close Range
Q3 2021
Shares 6,385 Value ($000) $472 Avg Close Range
Q2 2021
Shares 6,165 Value ($000) $448 Avg Close Range
Q1 2021
Shares 5,730 Value ($000) $373 Avg Close Range
Q4 2020
Shares 5,530 Value ($000) $353 Avg Close Range
Q3 2020
Shares 1,350 Value ($000) $312 Avg Close Range
Q2 2020
Shares 1,350 Value ($000) $280 Avg Close Range
Q1 2020
Shares 1,350 Value ($000) $223 Avg Close Range
Q4 2019
Shares 1,749 Value ($000) $339 Avg Close Range
Q3 2019
Shares 1,749 Value ($000) $315 Avg Close Range
Q2 2019
Shares 1,749 Value ($000) $313 Avg Close Range
Q1 2019
Shares 1,749 Value ($000) $301 Avg Close Range
Q4 2018
Shares 1,749 Value ($000) $264 Avg Close Range