ISHARES TR

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

Valtinson Bruner Financial Planning LLC's Holding History (CIK: 0001761450)

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

Q4 2025
Shares 2,824 Value ($000) $348 Avg Close — Range —
Q3 2025
Shares 2,882 Value ($000) $348 Avg Close — Range —
Q2 2025
Shares 2,728 Value ($000) $300 Avg Close — Range —
Q1 2025
Shares 2,434 Value ($000) $226 Avg Close — Range —
Q4 2024
Shares 2,027 Value ($000) $206 Avg Close — Range —
Q1 2022
Shares 33,629 Value ($000) $2,413 Avg Close — Range —
Q4 2021
Shares 29,863 Value ($000) $2,499 Avg Close — Range —
Q3 2021
Shares 28,928 Value ($000) $2,257 Avg Close — Range —