ISHARES TR

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

Marks Group Wealth Management, Inc's Holding History (CIK: 0001802473)

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

Q4 2025
Shares 27,385 Value ($000) $3,375 Avg Close — Range —
Q3 2025
Shares 20,729 Value ($000) $2,502 Avg Close — Range —
Q2 2025
Shares 20,687 Value ($000) $2,278 Avg Close — Range —
Q1 2025
Shares 20,682 Value ($000) $1,920 Avg Close — Range —
Q4 2024
Shares 20,513 Value ($000) $2,083 Avg Close — Range —
Q3 2024
Shares 20,458 Value ($000) $1,959 Avg Close — Range —
Q2 2024
Shares 20,454 Value ($000) $1,893 Avg Close — Range —
Q1 2024
Shares 20,448 Value ($000) $1,727 Avg Close — Range —
Q4 2023
Shares 20,443 Value ($000) $1,535 Avg Close — Range —
Q3 2023
Shares 20,436 Value ($000) $1,398 Avg Close — Range —
Q2 2023
Shares 20,430 Value ($000) $1,440 Avg Close — Range —
Q1 2023
Shares 20,424 Value ($000) $1,305 Avg Close — Range —
Q4 2022
Shares 20,416 Value ($000) $1,194 Avg Close — Range —
Q3 2022
Shares 16,192 Value ($000) $937 Avg Close — Range —
Q2 2022
Shares 16,225 Value ($000) $979 Avg Close — Range —
Q1 2022
Shares 16,192 Value ($000) $1,237 Avg Close — Range —
Q4 2021
Shares 16,192 Value ($000) $1,355 Avg Close — Range —
Q3 2021
Shares 16,192 Value ($000) $1,196 Avg Close — Range —
Q2 2021
Shares 16,192 Value ($000) $1,178 Avg Close — Range —
Q1 2021
Shares 16,192 Value ($000) $1,054 Avg Close — Range —
Q4 2020
Shares 16,192 Value ($000) $1,033 Avg Close — Range —
Q3 2020
Shares 4,048 Value ($000) $935 Avg Close — Range —
Q2 2020
Shares 4,048 Value ($000) $840 Avg Close — Range —
Q1 2020
Shares 4,048 Value ($000) $668 Avg Close — Range —
Q4 2019
Shares 4,048 Value ($000) $784 Avg Close — Range —