ISHARES TR

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

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 1,369 Value ($000) $169 Avg Close — Range —
Q3 2025
Shares 1,584 Value ($000) $191 Avg Close — Range —
Q2 2025
Shares 1,318 Value ($000) $145 Avg Close — Range —
Q1 2025
Shares 1,318 Value ($000) $122 Avg Close — Range —
Q4 2024
Shares 1,318 Value ($000) $134 Avg Close — Range —
Q3 2024
Shares 814 Value ($000) $78 Avg Close — Range —
Q2 2024
Shares 814 Value ($000) $75 Avg Close — Range —
Q1 2024
Shares 814 Value ($000) $69 Avg Close — Range —
Q4 2023
Shares 814 Value ($000) $61 Avg Close — Range —
Q3 2023
Shares 1,528 Value ($000) $105 Avg Close — Range —
Q2 2023
Shares 1,528 Value ($000) $108 Avg Close — Range —
Q1 2023
Shares 1,528 Value ($000) $98 Avg Close — Range —
Q4 2022
Shares 1,528 Value ($000) $89 Avg Close — Range —
Q3 2022
Shares 1,692 Value ($000) $98 Avg Close — Range —
Q2 2022
Shares 1,692 Value ($000) $102 Avg Close — Range —
Q1 2022
Shares 1,692 Value ($000) $129 Avg Close — Range —
Q4 2021
Shares 1,692 Value ($000) $142 Avg Close — Range —
Q3 2021
Shares 1,692 Value ($000) $125 Avg Close — Range —
Q2 2021
Shares 1,692 Value ($000) $123 Avg Close — Range —
Q1 2021
Shares 1,992 Value ($000) $130 Avg Close — Range —