Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 1,992 | $246 | — | — |
| Q3 2025 | 1,992 | $240 | — | — |
| Q2 2025 | 1,992 | $219 | — | — |
| Q1 2024 | 178 | $15 | — | — |
| Q4 2023 | 530 | $40 | — | — |
| Q3 2023 | 635 | $46 | — | — |
| Q2 2023 | 766 | $54 | — | — |
| Q4 2022 | 208 | $12 | — | — |
| Q3 2022 | 208 | $12 | — | — |
| Q2 2022 | 119 | $7 | — | — |
| Q1 2022 | 119 | $9 | — | — |
| Q4 2021 | 119 | $10 | — | — |