ISHARES TR

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

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2025
Shares 6,318 Value ($000) $779 Avg Close — Range —
Q3 2025
Shares 4,745 Value ($000) $573 Avg Close — Range —
Q2 2025
Shares 4,657 Value ($000) $513 Avg Close — Range —
Q1 2025
Shares 4,678 Value ($000) $434 Avg Close — Range —
Q4 2024
Shares 4,296 Value ($000) $436 Avg Close — Range —
Q1 2024
Shares 5,781 Value ($000) $488 Avg Close — Range —
Q4 2023
Shares 6,833 Value ($000) $513 Avg Close — Range —
Q3 2023
Shares 6,115 Value ($000) $418 Avg Close — Range —
Q2 2023
Shares 20,061 Value ($000) $1,414 Avg Close — Range —
Q1 2023
Shares 20,573 Value ($000) $1,314 Avg Close — Range —
Q4 2022
Shares 5,759 Value ($000) $337 Avg Close — Range —
Q3 2022
Shares 6,224 Value ($000) $360 Avg Close — Range —
Q2 2022
Shares 5,619 Value ($000) $339 Avg Close — Range —
Q1 2022
Shares 5,619 Value ($000) $429 Avg Close — Range —
Q4 2021
Shares 5,569 Value ($000) $466 Avg Close — Range —
Q3 2021
Shares 5,569 Value ($000) $412 Avg Close — Range —
Q2 2021
Shares 4,172 Value ($000) $303 Avg Close — Range —
Q1 2021
Shares 4,096 Value ($000) $267 Avg Close — Range —
Q4 2020
Shares 3,956 Value ($000) $252 Avg Close — Range —