ISHARES TR

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

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q4 2025
Shares 292 Value ($000) $36 Avg Close — Range —
Q3 2025
Shares 292 Value ($000) $35 Avg Close — Range —
Q2 2025
Shares 292 Value ($000) $32 Avg Close — Range —
Q1 2025
Shares 292 Value ($000) $27 Avg Close — Range —
Q4 2024
Shares 308 Value ($000) $31 Avg Close — Range —
Q3 2024
Shares 548 Value ($000) $52 Avg Close — Range —
Q2 2024
Shares 2,044 Value ($000) $189 Avg Close — Range —
Q1 2024
Shares 1,344 Value ($000) $113 Avg Close — Range —
Q4 2023
Shares 1,344 Value ($000) $101 Avg Close — Range —
Q3 2023
Shares 1,344 Value ($000) $92 Avg Close — Range —
Q2 2023
Shares 1,369 Value ($000) $96 Avg Close — Range —
Q1 2023
Shares 1,344 Value ($000) $86 Avg Close — Range —
Q4 2022
Shares 1,344 Value ($000) $79 Avg Close — Range —
Q3 2022
Shares 50,275 Value ($000) $2,908 Avg Close — Range —
Q2 2022
Shares 50,752 Value ($000) $3,130 Avg Close — Range —
Q4 2020
Shares 252 Value ($000) $16 Avg Close — Range —