ISHARES TR

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

BURKETT FINANCIAL SERVICES, LLC's Holding History (CIK: 0001762716)

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

Q4 2025
Shares 14,906 Value ($000) $1,837 Avg Close — Range —
Q3 2025
Shares 16,634 Value ($000) $2,008 Avg Close — Range —
Q2 2025
Shares 17,729 Value ($000) $1,952 Avg Close — Range —
Q1 2025
Shares 6,745 Value ($000) $626 Avg Close — Range —
Q4 2024
Shares 7,597 Value ($000) $771 Avg Close — Range —
Q3 2024
Shares 7,839 Value ($000) $751 Avg Close — Range —
Q2 2024
Shares 10,599 Value ($000) $981 Avg Close — Range —
Q1 2024
Shares 11,533 Value ($000) $974 Avg Close — Range —
Q4 2023
Shares 13,109 Value ($000) $985 Avg Close — Range —