ISHARES TR

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

BELLEVUE ASSET MANAGEMENT, LLC's Holding History (CIK: 0001801619)

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

Q4 2025
Shares 356 Value ($000) $44 Avg Close — Range —
Q3 2025
Shares 356 Value ($000) $43 Avg Close — Range —
Q2 2025
Shares 355 Value ($000) $39 Avg Close — Range —
Q1 2025
Shares 409 Value ($000) $38 Avg Close — Range —
Q4 2024
Shares 409 Value ($000) $42 Avg Close — Range —