ISHARES TR

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

Herold Advisors, Inc.'s Holding History (CIK: 0001891713)

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

Q2 2025
Shares 7,583 Value ($000) $835 Avg Close — Range —
Q1 2025
Shares 8,518 Value ($000) $791 Avg Close — Range —
Q4 2024
Shares 8,007 Value ($000) $813 Avg Close — Range —
Q3 2024
Shares 8,042 Value ($000) $770 Avg Close — Range —
Q2 2024
Shares 5,364 Value ($000) $496 Avg Close — Range —
Q1 2024
Shares 5,016 Value ($000) $424 Avg Close — Range —
Q1 2022
Shares 200 Value ($000) $15,276 Avg Close — Range —
Q3 2021
Shares 200 Value ($000) $14 Avg Close — Range —