ISHARES TR

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

SlateStone Wealth, LLC's Holding History (CIK: 0001764049)

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

Q4 2025
Shares 16,260 Value ($000) $2 Avg Close — Range —
Q3 2025
Shares 16,035 Value ($000) $2 Avg Close — Range —
Q2 2025
Shares 16,035 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 15,985 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 15,584 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 16,244 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 16,412 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 12,351 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 12,551 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 4,084 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 4,084 Value ($000) $0 Avg Close — Range —