ISHARES TR

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

Gradient Capital Advisors, LLC's Holding History (CIK: 0001727917)

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

Q4 2025
Shares 5,352 Value ($000) $660 Avg Close — Range —
Q3 2025
Shares 5,352 Value ($000) $646 Avg Close — Range —
Q2 2025
Shares 5,352 Value ($000) $589 Avg Close — Range —
Q1 2025
Shares 5,352 Value ($000) $497 Avg Close — Range —
Q4 2024
Shares 5,352 Value ($000) $543 Avg Close — Range —
Q3 2024
Shares 5,486 Value ($000) $525 Avg Close — Range —
Q2 2024
Shares 5,486 Value ($000) $508 Avg Close — Range —
Q1 2024
Shares 5,122 Value ($000) $433 Avg Close — Range —
Q4 2023
Shares 5,122 Value ($000) $385 Avg Close — Range —
Q3 2023
Shares 5,122 Value ($000) $350 Avg Close — Range —
Q2 2023
Shares 5,122 Value ($000) $361 Avg Close — Range —
Q1 2023
Shares 5,122 Value ($000) $327 Avg Close — Range —
Q4 2022
Shares 5,122 Value ($000) $300 Avg Close — Range —
Q3 2022
Shares 5,122 Value ($000) $296 Avg Close — Range —
Q2 2022
Shares 5,122 Value ($000) $309 Avg Close — Range —
Q1 2022
Shares 3,228 Value ($000) $247 Avg Close — Range —
Q4 2021
Shares 3,228 Value ($000) $270 Avg Close — Range —
Q3 2021
Shares 3,228 Value ($000) $239 Avg Close — Range —
Q2 2021
Shares 3,228 Value ($000) $235 Avg Close — Range —
Q1 2021
Shares 3,228 Value ($000) $210 Avg Close — Range —
Q4 2020
Shares 3,228 Value ($000) $206 Avg Close — Range —