ISHARES TR

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

Galvin, Gaustad & Stein, LLC's Holding History (CIK: 0001840945)

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

Q4 2025
Shares 2,612 Value ($000) $322 Avg Close — Range —
Q3 2025
Shares 2,612 Value ($000) $315 Avg Close — Range —
Q2 2025
Shares 2,406 Value ($000) $265 Avg Close — Range —
Q1 2025
Shares 2,406 Value ($000) $223 Avg Close — Range —
Q4 2024
Shares 2,406 Value ($000) $244 Avg Close — Range —
Q3 2024
Shares 2,406 Value ($000) $230 Avg Close — Range —
Q2 2024
Shares 2,406 Value ($000) $223 Avg Close — Range —
Q1 2024
Shares 2,456 Value ($000) $207 Avg Close — Range —
Q4 2022
Shares 5,472 Value ($000) $320 Avg Close — Range —
Q3 2022
Shares 5,472 Value ($000) $317 Avg Close — Range —
Q2 2022
Shares 6,202 Value ($000) $374 Avg Close — Range —
Q1 2022
Shares 6,202 Value ($000) $474 Avg Close — Range —
Q4 2021
Shares 6,561 Value ($000) $549 Avg Close — Range —
Q3 2021
Shares 6,636 Value ($000) $490 Avg Close — Range —
Q2 2021
Shares 6,987 Value ($000) $508 Avg Close — Range —
Q1 2021
Shares 6,987 Value ($000) $455 Avg Close — Range —
Q4 2020
Shares 9,256 Value ($000) $591 Avg Close — Range —