Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 4,863 | $599 | — | — |
| Q3 2025 | 4,750 | $573 | — | — |
| Q2 2025 | 4,793 | $528 | — | — |
| Q1 2025 | 6,517 | $605 | — | — |
| Q4 2024 | 6,824 | $693 | — | — |
| Q3 2024 | 7,152 | $685 | — | — |
| Q1 2024 | 21,328 | $1,801 | — | — |
| Q4 2023 | 25,559 | $1,919 | — | — |
| Q3 2023 | 19,543 | $1,337 | — | — |
| Q2 2023 | 21,510 | $2 | — | — |
| Q1 2023 | 11,806 | $1 | — | — |
| Q4 2022 | 13,125 | $1 | — | — |
| Q3 2022 | 14,045 | $848 | — | — |
| Q2 2022 | 14,631 | $926 | — | — |
| Q1 2022 | 16,374 | $1,210 | — | — |
| Q4 2021 | 22,217 | $1,859 | — | — |