ISHARES TR

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

JSF Financial, LLC's Holding History (CIK: 0001802224)

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

Q4 2025
Shares 2,192 Value ($000) $270 Avg Close Range
Q3 2025
Shares 2,191 Value ($000) $264 Avg Close Range
Q2 2025
Shares 2,190 Value ($000) $241 Avg Close Range
Q1 2025
Shares 2,189 Value ($000) $203 Avg Close Range
Q4 2024
Shares 2,188 Value ($000) $222 Avg Close Range
Q3 2024
Shares 2,281 Value ($000) $218 Avg Close Range
Q2 2024
Shares 2,307 Value ($000) $213 Avg Close Range
Q1 2024
Shares 2,378 Value ($000) $201 Avg Close Range
Q1 2022
Shares 3,847 Value ($000) $294 Avg Close Range
Q4 2021
Shares 3,847 Value ($000) $322 Avg Close Range
Q3 2021
Shares 3,847 Value ($000) $284 Avg Close Range
Q2 2021
Shares 3,847 Value ($000) $280 Avg Close Range
Q1 2021
Shares 3,847 Value ($000) $250 Avg Close Range
Q4 2020
Shares 5,269 Value ($000) $336 Avg Close Range
Q3 2020
Shares 1,568 Value ($000) $362 Avg Close Range
Q2 2020
Shares 2,667 Value ($000) $553 Avg Close Range
Q1 2020
Shares 3,500 Value ($000) $578 Avg Close Range
Q4 2019
Shares 3,784 Value ($000) $733 Avg Close Range
Q3 2019
Shares 4,661 Value ($000) $839 Avg Close Range
Q2 2019
Shares 5,197 Value ($000) $932 Avg Close Range
Q1 2019
Shares 5,669 Value ($000) $977 Avg Close Range
Q4 2018
Shares 7,352 Value ($000) $1,108 Avg Close Range