ISHARES TR

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

Sharp Financial Services, LLC's Holding History (CIK: 0001733194)

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

Q4 2025
Shares 58,177 Value ($000) $7,171 Avg Close — Range —
Q3 2025
Shares 55,347 Value ($000) $6,681 Avg Close — Range —
Q2 2025
Shares 228,223 Value ($000) $25,127 Avg Close — Range —
Q1 2025
Shares 204,495 Value ($000) $18,983 Avg Close — Range —
Q4 2024
Shares 54,809 Value ($000) $5,565 Avg Close — Range —
Q3 2024
Shares 55,065 Value ($000) $5,272 Avg Close — Range —
Q2 2024
Shares 51,838 Value ($000) $4,797 Avg Close — Range —
Q1 2024
Shares 50,130 Value ($000) $4,233 Avg Close — Range —
Q4 2023
Shares 45,830 Value ($000) $3,442 Avg Close — Range —