ISHARES TR

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

Newton One Investments LLC's Holding History (CIK: 0001842787)

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

Q4 2025
Shares 3,697 Value ($000) $456 Avg Close — Range —
Q3 2025
Shares 3,697 Value ($000) $446 Avg Close — Range —
Q2 2025
Shares 4,135 Value ($000) $455 Avg Close — Range —
Q1 2025
Shares 4,135 Value ($000) $384 Avg Close — Range —
Q4 2024
Shares 4,135 Value ($000) $420 Avg Close — Range —
Q3 2024
Shares 4,522 Value ($000) $433 Avg Close — Range —
Q2 2024
Shares 4,614 Value ($000) $427 Avg Close — Range —
Q1 2024
Shares 5,172 Value ($000) $437 Avg Close — Range —
Q4 2023
Shares 5,261 Value ($000) $395 Avg Close — Range —
Q3 2023
Shares 5,229 Value ($000) $358 Avg Close — Range —
Q2 2023
Shares 5,229 Value ($000) $369 Avg Close — Range —
Q1 2023
Shares 5,218 Value ($000) $333 Avg Close — Range —
Q4 2022
Shares 4,612 Value ($000) $270 Avg Close — Range —