ISHARES TR

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

Beaird Harris Wealth Management, LLC's Holding History (CIK: 0001908938)

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

Q4 2025
Shares 1,664 Value ($000) $205 Avg Close Range
Q3 2025
Shares 1,664 Value ($000) $201 Avg Close Range
Q2 2025
Shares 1,664 Value ($000) $183 Avg Close Range
Q1 2025
Shares 1,664 Value ($000) $154 Avg Close Range
Q4 2024
Shares 1,619 Value ($000) $164 Avg Close Range
Q3 2024
Shares 795 Value ($000) $76 Avg Close Range
Q2 2024
Shares 615 Value ($000) $57 Avg Close Range
Q1 2024
Shares 550 Value ($000) $46 Avg Close Range
Q4 2023
Shares 550 Value ($000) $41 Avg Close Range
Q3 2023
Shares 550 Value ($000) $38 Avg Close Range
Q2 2023
Shares 550 Value ($000) $39 Avg Close Range
Q1 2023
Shares 550 Value ($000) $35 Avg Close Range
Q4 2022
Shares 550 Value ($000) $32 Avg Close Range
Q3 2022
Shares 550 Value ($000) $32 Avg Close Range