ISHARES TR

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

Spectrum Planning & Advisory Services Inc.'s Holding History (CIK: 0001725394)

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

Q4 2025
Shares 67,919 Value ($000) $8,372 Avg Close Range
Q3 2025
Shares 62,630 Value ($000) $7,561 Avg Close Range
Q2 2025
Shares 68,171 Value ($000) $7,506 Avg Close Range
Q1 2025
Shares 89,509 Value ($000) $8,309 Avg Close Range
Q4 2024
Shares 84,444 Value ($000) $8,574 Avg Close Range
Q3 2024
Shares 84,345 Value ($000) $8,076 Avg Close Range
Q2 2024
Shares 75,075 Value ($000) $7,001 Avg Close Range
Q4 2023
Shares 16,184 Value ($000) $1,215 Avg Close Range
Q3 2023
Shares 15,822 Value ($000) $1,083 Avg Close Range