ISHARES TR

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

N.E.W. Advisory Services LLC's Holding History (CIK: 0001803456)

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

Q4 2025
Shares 4,217 Value ($000) $520 Avg Close — Range —
Q3 2025
Shares 4,217 Value ($000) $509 Avg Close — Range —
Q2 2025
Shares 4,307 Value ($000) $474 Avg Close — Range —
Q1 2025
Shares 4,307 Value ($000) $400 Avg Close — Range —
Q4 2024
Shares 4,307 Value ($000) $437 Avg Close — Range —
Q3 2024
Shares 4,307 Value ($000) $412 Avg Close — Range —
Q2 2024
Shares 4,944 Value ($000) $458 Avg Close — Range —
Q1 2024
Shares 4,944 Value ($000) $417 Avg Close — Range —
Q4 2023
Shares 4,989 Value ($000) $375 Avg Close — Range —
Q3 2023
Shares 5,446 Value ($000) $373 Avg Close — Range —
Q2 2023
Shares 5,446 Value ($000) $384 Avg Close — Range —
Q1 2023
Shares 7,681 Value ($000) $491 Avg Close — Range —
Q4 2022
Shares 7,681 Value ($000) $449 Avg Close — Range —
Q3 2022
Shares 7,757 Value ($000) $449 Avg Close — Range —
Q2 2022
Shares 7,957 Value ($000) $480 Avg Close — Range —
Q1 2022
Shares 16,682 Value ($000) $1,087 Avg Close — Range —
Q4 2021
Shares 9,942 Value ($000) $832 Avg Close — Range —
Q3 2021
Shares 11,766 Value ($000) $870 Avg Close — Range —
Q2 2021
Shares 13,490 Value ($000) $981 Avg Close — Range —
Q1 2021
Shares 16,682 Value ($000) $1,100 Avg Close — Range —
Q4 2020
Shares 28,528 Value ($000) $1,826 Avg Close — Range —