ISHARES TR

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

Horizon Family Wealth, Inc.'s Holding History (CIK: 0001910660)

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

Q4 2025
Shares 99,016 Value ($000) $12,205 Avg Close — Range —
Q3 2025
Shares 101,581 Value ($000) $12,263 Avg Close — Range —
Q2 2025
Shares 101,059 Value ($000) $11,127 Avg Close — Range —
Q1 2025
Shares 97,869 Value ($000) $9,085 Avg Close — Range —
Q4 2024
Shares 95,582 Value ($000) $9,704 Avg Close — Range —
Q3 2024
Shares 93,863 Value ($000) $8,987 Avg Close — Range —
Q2 2024
Shares 113,818 Value ($000) $10,533 Avg Close — Range —
Q1 2024
Shares 130,295 Value ($000) $11,002 Avg Close — Range —
Q4 2023
Shares 135,027 Value ($000) $10,141 Avg Close — Range —
Q3 2023
Shares 131,488 Value ($000) $8,996 Avg Close — Range —
Q2 2023
Shares 93,564 Value ($000) $6,594 Avg Close — Range —
Q1 2023
Shares 101,498 Value ($000) $6,485 Avg Close — Range —
Q4 2022
Shares 90,189 Value ($000) $5,276 Avg Close — Range —
Q3 2022
Shares 59,869 Value ($000) $3,463 Avg Close — Range —
Q2 2022
Shares 59,449 Value ($000) $3,588 Avg Close — Range —
Q1 2022
Shares 55,218 Value ($000) $4,218 Avg Close — Range —
Q4 2021
Shares 64,764 Value ($000) $5,419 Avg Close — Range —