ISHARES TR

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

Lantz Financial LLC's Holding History (CIK: 0001766883)

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

Q4 2025
Shares 60,274 Value ($000) $7,429 Avg Close — Range —
Q3 2025
Shares 57,151 Value ($000) $6,899 Avg Close — Range —
Q2 2025
Shares 54,137 Value ($000) $5,960 Avg Close — Range —
Q1 2025
Shares 56,610 Value ($000) $5,255 Avg Close — Range —
Q4 2024
Shares 53,606 Value ($000) $5,443 Avg Close — Range —
Q3 2024
Shares 52,934 Value ($000) $5,068 Avg Close — Range —
Q2 2024
Shares 51,974 Value ($000) $4,810 Avg Close — Range —
Q1 2024
Shares 33,818 Value ($000) $2,856 Avg Close — Range —
Q4 2023
Shares 12,411 Value ($000) $932 Avg Close — Range —
Q3 2023
Shares 10,746 Value ($000) $735 Avg Close — Range —