ISHARES TR

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

Oak Harvest Investment Services's Holding History (CIK: 0001839430)

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

Q4 2025
Shares 5,283 Value ($000) $651 Avg Close — Range —
Q3 2025
Shares 5,280 Value ($000) $637 Avg Close — Range —
Q2 2025
Shares 5,277 Value ($000) $581 Avg Close — Range —
Q1 2025
Shares 4,945 Value ($000) $459 Avg Close — Range —
Q4 2024
Shares 4,952 Value ($000) $503 Avg Close — Range —
Q3 2024
Shares 4,938 Value ($000) $473 Avg Close — Range —
Q2 2024
Shares 6,106 Value ($000) $565 Avg Close — Range —
Q1 2024
Shares 4,931 Value ($000) $416 Avg Close — Range —
Q4 2023
Shares 5,158 Value ($000) $387 Avg Close — Range —
Q3 2023
Shares 3,864 Value ($000) $264 Avg Close — Range —
Q2 2023
Shares 3,775 Value ($000) $266 Avg Close — Range —
Q1 2023
Shares 3,769 Value ($000) $241 Avg Close — Range —
Q4 2022
Shares 3,761 Value ($000) $220 Avg Close — Range —
Q3 2022
Shares 3,755 Value ($000) $217 Avg Close — Range —
Q2 2022
Shares 3,748 Value ($000) $226 Avg Close — Range —
Q1 2022
Shares 4,055 Value ($000) $310 Avg Close — Range —
Q4 2021
Shares 3,839 Value ($000) $321 Avg Close — Range —
Q3 2021
Shares 3,742 Value ($000) $277 Avg Close — Range —
Q2 2021
Shares 3,799 Value ($000) $276 Avg Close — Range —
Q1 2021
Shares 3,664 Value ($000) $239 Avg Close — Range —
Q4 2020
Shares 3,660 Value ($000) $234 Avg Close — Range —