ISHARES TR

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

SHELTON WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001903883)

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

Q4 2025
Shares 2,467 Value ($000) $304 Avg Close — Range —
Q3 2025
Shares 2,641 Value ($000) $319 Avg Close — Range —
Q2 2025
Shares 2,640 Value ($000) $291 Avg Close — Range —
Q1 2025
Shares 2,994 Value ($000) $278 Avg Close — Range —
Q4 2024
Shares 2,993 Value ($000) $304 Avg Close — Range —
Q3 2024
Shares 2,992 Value ($000) $287 Avg Close — Range —
Q2 2024
Shares 2,991 Value ($000) $277 Avg Close — Range —
Q1 2024
Shares 3,129 Value ($000) $264 Avg Close — Range —
Q4 2023
Shares 3,666 Value ($000) $275 Avg Close — Range —
Q3 2023
Shares 3,660 Value ($000) $250 Avg Close — Range —
Q2 2023
Shares 3,973 Value ($000) $280 Avg Close — Range —
Q1 2023
Shares 3,971 Value ($000) $254 Avg Close — Range —
Q4 2022
Shares 3,835 Value ($000) $224 Avg Close — Range —
Q3 2022
Shares 3,833 Value ($000) $222 Avg Close — Range —
Q2 2022
Shares 3,831 Value ($000) $231 Avg Close — Range —
Q1 2022
Shares 3,749 Value ($000) $286 Avg Close — Range —
Q4 2021
Shares 3,678 Value ($000) $308 Avg Close — Range —