ISHARES TR

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

Sandbox Financial Partners, LLC's Holding History (CIK: 0001844892)

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

Q4 2025
Shares 13,457 Value ($000) $1,659 Avg Close — Range —
Q3 2025
Shares 13,393 Value ($000) $1,617 Avg Close — Range —
Q2 2025
Shares 13,675 Value ($000) $1,506 Avg Close — Range —
Q1 2025
Shares 13,659 Value ($000) $1,268 Avg Close — Range —
Q4 2024
Shares 13,796 Value ($000) $1,401 Avg Close — Range —
Q3 2024
Shares 13,873 Value ($000) $1,328 Avg Close — Range —
Q2 2024
Shares 13,908 Value ($000) $1,287 Avg Close — Range —
Q1 2024
Shares 13,828 Value ($000) $1,168 Avg Close — Range —
Q4 2023
Shares 14,069 Value ($000) $1,057 Avg Close — Range —
Q3 2023
Shares 14,262 Value ($000) $976 Avg Close — Range —
Q2 2023
Shares 14,039 Value ($000) $989 Avg Close — Range —
Q1 2023
Shares 13,821 Value ($000) $883 Avg Close — Range —
Q4 2022
Shares 13,743 Value ($000) $804 Avg Close — Range —
Q3 2022
Shares 16,057 Value ($000) $929 Avg Close — Range —
Q2 2022
Shares 18,176 Value ($000) $1,097 Avg Close — Range —
Q1 2022
Shares 17,553 Value ($000) $1,341 Avg Close — Range —
Q4 2021
Shares 17,695 Value ($000) $1,481 Avg Close — Range —
Q3 2021
Shares 17,264 Value ($000) $1,276 Avg Close — Range —
Q2 2021
Shares 22,562 Value ($000) $1,641 Avg Close — Range —
Q1 2021
Shares 22,180 Value ($000) $1,493 Avg Close — Range —
Q4 2020
Shares 21,992 Value ($000) $1,404 Avg Close — Range —