ISHARES TR

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

Pinnacle Financial Group, LLC / IL's Holding History (CIK: 0001905962)

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

Q4 2025
Shares 20,207 Value ($000) $2,491 Avg Close — Range —
Q3 2025
Shares 20,207 Value ($000) $2,439 Avg Close — Range —
Q2 2025
Shares 20,207 Value ($000) $2,225 Avg Close — Range —
Q1 2025
Shares 20,487 Value ($000) $1,902 Avg Close — Range —
Q4 2024
Shares 21,414 Value ($000) $2,174 Avg Close — Range —
Q3 2024
Shares 21,254 Value ($000) $2,035 Avg Close — Range —
Q2 2024
Shares 21,027 Value ($000) $1,946 Avg Close — Range —
Q1 2024
Shares 21,027 Value ($000) $1,776 Avg Close — Range —
Q4 2023
Shares 21,260 Value ($000) $1,597 Avg Close — Range —
Q3 2023
Shares 21,260 Value ($000) $1,455 Avg Close — Range —
Q2 2023
Shares 21,260 Value ($000) $1,498 Avg Close — Range —
Q1 2023
Shares 21,260 Value ($000) $1,358 Avg Close — Range —
Q4 2022
Shares 21,260 Value ($000) $1,244 Avg Close — Range —
Q3 2022
Shares 21,260 Value ($000) $1,230 Avg Close — Range —
Q2 2022
Shares 21,260 Value ($000) $1,283 Avg Close — Range —
Q1 2022
Shares 21,260 Value ($000) $1,624 Avg Close — Range —
Q4 2021
Shares 23,660 Value ($000) $1,980 Avg Close — Range —