ISHARES TR

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

West Branch Capital LLC's Holding History (CIK: 0001738723)

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

Q4 2025
Shares 1,086 Value ($000) $134 Avg Close — Range —
Q3 2025
Shares 1,085 Value ($000) $131 Avg Close — Range —
Q2 2025
Shares 1,084 Value ($000) $119 Avg Close — Range —
Q1 2025
Shares 1,248 Value ($000) $116 Avg Close — Range —
Q4 2024
Shares 1,247 Value ($000) $127 Avg Close — Range —
Q3 2024
Shares 1,245 Value ($000) $119 Avg Close — Range —
Q2 2024
Shares 1,243 Value ($000) $115 Avg Close — Range —
Q1 2024
Shares 1,242 Value ($000) $105 Avg Close — Range —
Q4 2023
Shares 1,241 Value ($000) $93 Avg Close — Range —
Q3 2023
Shares 1,301 Value ($000) $89 Avg Close — Range —
Q2 2023
Shares 1,301 Value ($000) $92 Avg Close — Range —
Q1 2023
Shares 1,298 Value ($000) $83 Avg Close — Range —
Q4 2022
Shares 1,294 Value ($000) $76 Avg Close — Range —
Q3 2022
Shares 2,531 Value ($000) $146 Avg Close — Range —
Q2 2022
Shares 1,288 Value ($000) $78 Avg Close — Range —
Q1 2022
Shares 1,286 Value ($000) $98 Avg Close — Range —
Q4 2021
Shares 1,332 Value ($000) $111 Avg Close — Range —
Q3 2021
Shares 1,333 Value ($000) $99 Avg Close — Range —
Q2 2021
Shares 1,331 Value ($000) $97 Avg Close — Range —