ISHARES TR

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

Berger Financial Group, Inc's Holding History (CIK: 0001826136)

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

Q4 2025
Shares 6,000 Value ($000) $740 Avg Close — Range —
Q3 2025
Shares 5,954 Value ($000) $719 Avg Close — Range —
Q2 2025
Shares 5,861 Value ($000) $645 Avg Close — Range —
Q1 2025
Shares 5,909 Value ($000) $549 Avg Close — Range —
Q4 2024
Shares 5,414 Value ($000) $550 Avg Close — Range —
Q3 2024
Shares 5,414 Value ($000) $518 Avg Close — Range —
Q2 2024
Shares 5,414 Value ($000) $501 Avg Close — Range —
Q1 2024
Shares 12,396 Value ($000) $1,047 Avg Close — Range —
Q4 2023
Shares 12,396 Value ($000) $931 Avg Close — Range —
Q3 2023
Shares 12,396 Value ($000) $848 Avg Close — Range —
Q2 2023
Shares 13,455 Value ($000) $948 Avg Close — Range —
Q1 2023
Shares 13,455 Value ($000) $860 Avg Close — Range —
Q4 2022
Shares 13,455 Value ($000) $787 Avg Close — Range —
Q2 2022
Shares 8,158 Value ($000) $492 Avg Close — Range —
Q1 2022
Shares 8,158 Value ($000) $623 Avg Close — Range —
Q4 2021
Shares 8,158 Value ($000) $683 Avg Close — Range —
Q3 2021
Shares 9,024 Value ($000) $667 Avg Close — Range —
Q2 2021
Shares 9,024 Value ($000) $656 Avg Close — Range —
Q1 2021
Shares 9,024 Value ($000) $588 Avg Close — Range —
Q4 2020
Shares 9,024 Value ($000) $576 Avg Close — Range —