ISHARES TR

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

Fundamentum, LLC's Holding History (CIK: 0001707206)

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

Q4 2025
Shares 8,778 Value ($000) $1,082 Avg Close — Range —
Q3 2025
Shares 8,871 Value ($000) $1,071 Avg Close — Range —
Q2 2025
Shares 8,866 Value ($000) $976 Avg Close — Range —
Q1 2025
Shares 7,421 Value ($000) $689 Avg Close — Range —
Q4 2024
Shares 6,058 Value ($000) $615 Avg Close — Range —
Q3 2024
Shares 4,837 Value ($000) $463 Avg Close — Range —
Q2 2024
Shares 4,564 Value ($000) $422 Avg Close — Range —
Q1 2024
Shares 3,933 Value ($000) $332 Avg Close — Range —
Q1 2022
Shares 2,907 Value ($000) $222 Avg Close — Range —
Q4 2021
Shares 3,669 Value ($000) $307 Avg Close — Range —