ISHARES TR

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

Keebeck Wealth Management's Holding History (CIK: 0001803675)

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

Q4 2025
Shares 114,708 Value ($000) $14,139 Avg Close — Range —
Q3 2025
Shares 112,945 Value ($000) $13,635 Avg Close — Range —
Q2 2025
Shares 130,769 Value ($000) $14,398 Avg Close — Range —
Q1 2025
Shares 151,255 Value ($000) $14,041 Avg Close — Range —
Q4 2024
Shares 129,448 Value ($000) $13,143 Avg Close — Range —
Q3 2024
Shares 134,446 Value ($000) $12,873 Avg Close — Range —
Q2 2024
Shares 139,587 Value ($000) $12,917 Avg Close — Range —
Q1 2024
Shares 100,933 Value ($000) $8,523 Avg Close — Range —
Q4 2023
Shares 59,883 Value ($000) $4,497 Avg Close — Range —
Q3 2023
Shares 43,763 Value ($000) $3,004 Avg Close — Range —
Q2 2023
Shares 5,006 Value ($000) $353 Avg Close — Range —
Q3 2022
Shares 8,783 Value ($000) $508 Avg Close — Range —
Q2 2022
Shares 4,403 Value ($000) $266 Avg Close — Range —
Q2 2021
Shares 3,365 Value ($000) $245 Avg Close — Range —
Q2 2020
Shares 76 Value ($000) $15 Avg Close — Range —
Q4 2019
Shares 76 Value ($000) $14 Avg Close — Range —