ISHARES TR

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

AI Financial Services LLC's Holding History (CIK: 0001728031)

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

Q4 2025
Shares 2,137 Value ($000) $263 Avg Close — Range —
Q3 2025
Shares 2,137 Value ($000) $259 Avg Close — Range —
Q2 2025
Shares 2,137 Value ($000) $235 Avg Close — Range —
Q4 2024
Shares 2,137 Value ($000) $217 Avg Close — Range —