ISHARES TR

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

waypoint wealth counsel's Holding History (CIK: 0001807909)

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

Q4 2025
Shares 28,582 Value ($000) $3,523 Avg Close — Range —
Q3 2025
Shares 28,656 Value ($000) $3,459 Avg Close — Range —
Q2 2025
Shares 27,414 Value ($000) $3,018 Avg Close — Range —
Q1 2025
Shares 27,311 Value ($000) $2,535 Avg Close — Range —
Q4 2024
Shares 27,282 Value ($000) $2,770 Avg Close — Range —
Q3 2024
Shares 27,183 Value ($000) $2,603 Avg Close — Range —
Q2 2024
Shares 27,100 Value ($000) $2,508 Avg Close — Range —
Q1 2024
Shares 27,078 Value ($000) $2,287 Avg Close — Range —
Q4 2023
Shares 26,794 Value ($000) $2,012 Avg Close — Range —
Q3 2023
Shares 26,614 Value ($000) $1,821 Avg Close — Range —
Q2 2023
Shares 28,393 Value ($000) $2,001 Avg Close — Range —
Q1 2023
Shares 28,308 Value ($000) $1,809 Avg Close — Range —
Q4 2022
Shares 33,013 Value ($000) $1,931 Avg Close — Range —