ISHARES TR

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

Sterling Financial Planning, Inc.'s Holding History (CIK: 0001844278)

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

Q4 2025
Shares 145,862 Value ($000) $17,979 Avg Close — Range —
Q3 2025
Shares 148,099 Value ($000) $17,879 Avg Close — Range —
Q2 2025
Shares 155,540 Value ($000) $17,125 Avg Close — Range —
Q1 2025
Shares 154,375 Value ($000) $14,331 Avg Close — Range —
Q4 2024
Shares 153,268 Value ($000) $15,561 Avg Close — Range —
Q3 2024
Shares 155,573 Value ($000) $14,896 Avg Close — Range —
Q2 2024
Shares 157,541 Value ($000) $14,579 Avg Close — Range —
Q1 2024
Shares 164,244 Value ($000) $13,869 Avg Close — Range —
Q4 2023
Shares 172,690 Value ($000) $12,969 Avg Close — Range —
Q3 2023
Shares 174,129 Value ($000) $11,914 Avg Close — Range —
Q2 2023
Shares 174,162 Value ($000) $12,275 Avg Close — Range —
Q1 2023
Shares 157,576 Value ($000) $10,068 Avg Close — Range —
Q4 2022
Shares 143,727 Value ($000) $8,408 Avg Close — Range —
Q3 2022
Shares 138,942 Value ($000) $8,038 Avg Close — Range —
Q2 2022
Shares 131,255 Value ($000) $7,921 Avg Close — Range —
Q1 2022
Shares 127,160 Value ($000) $9,712 Avg Close — Range —
Q4 2021
Shares 122,721 Value ($000) $10,268 Avg Close — Range —
Q3 2021
Shares 124,784 Value ($000) $9,223 Avg Close — Range —
Q2 2021
Shares 124,568 Value ($000) $9,060 Avg Close — Range —
Q1 2021
Shares 121,010 Value ($000) $7,879 Avg Close — Range —
Q4 2020
Shares 119,149 Value ($000) $7,604 Avg Close — Range —