ISHARES TR

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

CX Institutional's Holding History (CIK: 0001737089)

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

Q4 2025
Shares 112,863 Value ($000) $14 Avg Close — Range —
Q3 2025
Shares 109,551 Value ($000) $13 Avg Close — Range —
Q2 2025
Shares 117,390 Value ($000) $13 Avg Close — Range —
Q1 2025
Shares 117,599 Value ($000) $11 Avg Close — Range —
Q4 2024
Shares 112,723 Value ($000) $11,445 Avg Close — Range —
Q3 2024
Shares 118,129 Value ($000) $11,311 Avg Close — Range —
Q2 2024
Shares 143,392 Value ($000) $13,269 Avg Close — Range —
Q1 2024
Shares 171,564 Value ($000) $14,487 Avg Close — Range —
Q4 2023
Shares 119,454 Value ($000) $8,971 Avg Close — Range —
Q3 2023
Shares 130,354 Value ($000) $8,919 Avg Close — Range —
Q2 2023
Shares 137,179 Value ($000) $9,668 Avg Close — Range —
Q1 2023
Shares 56,098 Value ($000) $3,584 Avg Close — Range —
Q4 2022
Shares 57,410 Value ($000) $3,358 Avg Close — Range —
Q3 2022
Shares 98,496 Value ($000) $5,698 Avg Close — Range —
Q2 2022
Shares 124,642 Value ($000) $7,522 Avg Close — Range —
Q3 2021
Shares 492 Value ($000) $36 Avg Close — Range —
Q2 2021
Shares 492 Value ($000) $36 Avg Close — Range —
Q1 2021
Shares 492 Value ($000) $32 Avg Close — Range —
Q4 2020
Shares 2,912 Value ($000) $186 Avg Close — Range —
Q3 2020
Shares 77 Value ($000) $18 Avg Close — Range —
Q2 2020
Shares 106 Value ($000) $22 Avg Close — Range —