ISHARES TR

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

Badgley Phelps Wealth Managers, LLC's Holding History (CIK: 0001895362)

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

Q4 2025
Shares 4,340 Value ($000) $535 Avg Close Range
Q3 2025
Shares 7,276 Value ($000) $878 Avg Close Range
Q2 2025
Shares 8,205 Value ($000) $903 Avg Close Range
Q1 2025
Shares 8,205 Value ($000) $762 Avg Close Range
Q4 2024
Shares 8,205 Value ($000) $833 Avg Close Range
Q3 2024
Shares 8,205 Value ($000) $786 Avg Close Range