ISHARES TR

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

Shearwater Capital LLC's Holding History (CIK: 0001905665)

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

Q4 2025
Shares 3,830 Value ($000) $472 Avg Close — Range —
Q3 2025
Shares 3,830 Value ($000) $462 Avg Close — Range —
Q2 2025
Shares 3,830 Value ($000) $422 Avg Close — Range —
Q1 2025
Shares 3,830 Value ($000) $356 Avg Close — Range —
Q4 2024
Shares 3,955 Value ($000) $402 Avg Close — Range —
Q3 2024
Shares 4,176 Value ($000) $400 Avg Close — Range —
Q2 2024
Shares 4,324 Value ($000) $400 Avg Close — Range —
Q1 2024
Shares 4,501 Value ($000) $380 Avg Close — Range —
Q4 2023
Shares 4,683 Value ($000) $352 Avg Close — Range —
Q3 2023
Shares 4,835 Value ($000) $331 Avg Close — Range —
Q2 2023
Shares 4,835 Value ($000) $341 Avg Close — Range —
Q1 2023
Shares 4,923 Value ($000) $315 Avg Close — Range —
Q4 2022
Shares 4,923 Value ($000) $288 Avg Close — Range —
Q3 2022
Shares 4,923 Value ($000) $285 Avg Close — Range —
Q2 2022
Shares 4,923 Value ($000) $297 Avg Close — Range —
Q1 2022
Shares 4,923 Value ($000) $376 Avg Close — Range —
Q4 2021
Shares 4,923 Value ($000) $412 Avg Close — Range —