ISHARES TR

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

LPWM LLC's Holding History (CIK: 0001801101)

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

Q4 2025
Shares 25,850 Value ($000) $3,186 Avg Close Range
Q3 2025
Shares 20,459 Value ($000) $2,470 Avg Close Range
Q2 2025
Shares 19,058 Value ($000) $2,098 Avg Close Range
Q1 2025
Shares 19,511 Value ($000) $1,811 Avg Close Range
Q4 2024
Shares 19,717 Value ($000) $2,002 Avg Close Range
Q3 2024
Shares 19,915 Value ($000) $1,885 Avg Close Range
Q2 2024
Shares 22,683 Value ($000) $2,177 Avg Close Range
Q1 2024
Shares 22,490 Value ($000) $1,882 Avg Close Range
Q4 2023
Shares 22,110 Value ($000) $1,614 Avg Close Range
Q3 2023
Shares 21,092 Value ($000) $1,450 Avg Close Range
Q2 2023
Shares 16,510 Value ($000) $1,164 Avg Close Range
Q1 2023
Shares 13,256 Value ($000) $847 Avg Close Range
Q4 2022
Shares 11,662 Value ($000) $687 Avg Close Range
Q3 2022
Shares 10,758 Value ($000) $622 Avg Close Range
Q2 2022
Shares 13,894 Value ($000) $881 Avg Close Range
Q1 2022
Shares 14,225 Value ($000) $1,070 Avg Close Range
Q4 2021
Shares 13,394 Value ($000) $1,121 Avg Close Range
Q3 2021
Shares 12,473 Value ($000) $932 Avg Close Range
Q2 2021
Shares 11,493 Value ($000) $857 Avg Close Range
Q1 2021
Shares 10,328 Value ($000) $682 Avg Close Range
Q4 2020
Shares 9,817 Value ($000) $627 Avg Close Range
Q3 2020
Shares 1,890 Value ($000) $441 Avg Close Range
Q2 2020
Shares 1,664 Value ($000) $345 Avg Close Range