ISHARES TR

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

Investment Advisory Group, LLC's Holding History (CIK: 0001910273)

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

Q4 2025
Shares 85,923 Value ($000) $10,591 Avg Close — Range —
Q3 2025
Shares 82,959 Value ($000) $10,015 Avg Close — Range —
Q2 2025
Shares 78,634 Value ($000) $8,658 Avg Close — Range —
Q1 2025
Shares 75,425 Value ($000) $7,002 Avg Close — Range —
Q4 2024
Shares 74,516 Value ($000) $7,566 Avg Close — Range —
Q3 2024
Shares 65,497 Value ($000) $6,271 Avg Close — Range —
Q2 2024
Shares 62,423 Value ($000) $5,777 Avg Close — Range —
Q1 2024
Shares 60,008 Value ($000) $5,067 Avg Close — Range —
Q4 2023
Shares 56,744 Value ($000) $4,262 Avg Close — Range —
Q3 2023
Shares 54,037 Value ($000) $3,697 Avg Close — Range —
Q2 2023
Shares 53,486 Value ($000) $3,770 Avg Close — Range —
Q1 2023
Shares 52,878 Value ($000) $3,378 Avg Close — Range —
Q4 2022
Shares 50,868 Value ($000) $2,976 Avg Close — Range —
Q3 2022
Shares 50,549 Value ($000) $2,924 Avg Close — Range —
Q2 2022
Shares 50,360 Value ($000) $3,038 Avg Close — Range —
Q1 2022
Shares 50,694 Value ($000) $3,876 Avg Close — Range —
Q4 2021
Shares 50,747 Value ($000) $3,851 Avg Close — Range —