ISHARES TR

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

MBA Advisors LLC's Holding History (CIK: 0001848704)

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

Q4 2025
Shares 19,335 Value ($000) $2,383 Avg Close — Range —
Q3 2025
Shares 19,767 Value ($000) $2,386 Avg Close — Range —
Q2 2025
Shares 20,291 Value ($000) $2,234 Avg Close — Range —
Q1 2025
Shares 21,100 Value ($000) $1,959 Avg Close — Range —
Q4 2024
Shares 22,533 Value ($000) $2,288 Avg Close — Range —
Q3 2024
Shares 32,657 Value ($000) $3,127 Avg Close — Range —
Q2 2024
Shares 33,195 Value ($000) $3,072 Avg Close — Range —
Q1 2024
Shares 33,295 Value ($000) $2,811 Avg Close — Range —
Q4 2023
Shares 33,877 Value ($000) $2,544 Avg Close — Range —
Q3 2023
Shares 34,195 Value ($000) $2,340 Avg Close — Range —
Q2 2023
Shares 34,195 Value ($000) $2,410 Avg Close — Range —
Q1 2023
Shares 34,195 Value ($000) $2,185 Avg Close — Range —
Q4 2022
Shares 35,395 Value ($000) $2,071 Avg Close — Range —
Q3 2022
Shares 35,395 Value ($000) $2,048 Avg Close — Range —
Q2 2022
Shares 35,395 Value ($000) $2,136 Avg Close — Range —
Q1 2022
Shares 35,595 Value ($000) $2,719 Avg Close — Range —
Q4 2021
Shares 37,932 Value ($000) $3,174 Avg Close — Range —
Q3 2021
Shares 26,000 Value ($000) $1,922 Avg Close — Range —
Q2 2021
Shares 26,000 Value ($000) $1,891 Avg Close — Range —
Q1 2021
Shares 26,100 Value ($000) $1,699 Avg Close — Range —