ISHARES TR

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

Francis Financial, Inc.'s Holding History (CIK: 0001727514)

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

Q4 2025
Shares 4,717 Value ($000) $581 Avg Close — Range —
Q3 2025
Shares 4,757 Value ($000) $574 Avg Close — Range —
Q2 2025
Shares 4,717 Value ($000) $519 Avg Close — Range —
Q1 2025
Shares 4,717 Value ($000) $438 Avg Close — Range —
Q4 2024
Shares 5,185 Value ($000) $526 Avg Close — Range —
Q3 2024
Shares 5,225 Value ($000) $500 Avg Close — Range —
Q2 2024
Shares 5,225 Value ($000) $484 Avg Close — Range —
Q1 2024
Shares 4,909 Value ($000) $415 Avg Close — Range —
Q4 2023
Shares 2,740 Value ($000) $206 Avg Close — Range —