ISHARES TR

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

Laurel Wealth Planning LLC's Holding History (CIK: 0001842010)

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

Q4 2025
Shares 52,558 Value ($000) $6,478 Avg Close — Range —
Q3 2025
Shares 57,475 Value ($000) $6,938 Avg Close — Range —
Q2 2025
Shares 57,924 Value ($000) $6,377 Avg Close — Range —
Q1 2025
Shares 57,544 Value ($000) $5,342 Avg Close — Range —
Q4 2024
Shares 57,533 Value ($000) $6 Avg Close — Range —
Q3 2024
Shares 58,283 Value ($000) $6 Avg Close — Range —
Q2 2024
Shares 58,993 Value ($000) $5 Avg Close — Range —
Q1 2024
Shares 59,404 Value ($000) $5 Avg Close — Range —
Q4 2023
Shares 60,092 Value ($000) $5 Avg Close — Range —
Q3 2023
Shares 57,879 Value ($000) $4 Avg Close — Range —
Q2 2023
Shares 58,839 Value ($000) $4 Avg Close — Range —
Q1 2023
Shares 57,625 Value ($000) $4 Avg Close — Range —
Q4 2022
Shares 65,477 Value ($000) $3,830 Avg Close — Range —
Q3 2022
Shares 66,395 Value ($000) $3,841 Avg Close — Range —
Q2 2022
Shares 66,846 Value ($000) $4,034 Avg Close — Range —
Q1 2022
Shares 71,974 Value ($000) $5,497 Avg Close — Range —
Q4 2021
Shares 70,059 Value ($000) $5,861 Avg Close — Range —
Q3 2021
Shares 82,037 Value ($000) $6,063 Avg Close — Range —
Q2 2021
Shares 83,117 Value ($000) $6,045 Avg Close — Range —
Q1 2021
Shares 87,276 Value ($000) $5,683 Avg Close — Range —
Q4 2020
Shares 82,586 Value ($000) $5,271 Avg Close — Range —