ISHARES TR

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

Trail Ridge Investment Advisors, LLC's Holding History (CIK: 0001911013)

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

Q4 2025
Shares 3,827 Value ($000) $472 Avg Close — Range —
Q3 2025
Shares 4,046 Value ($000) $488 Avg Close — Range —
Q2 2025
Shares 3,771 Value ($000) $430 Avg Close — Range —
Q1 2025
Shares 4,133 Value ($000) $384 Avg Close — Range —
Q4 2024
Shares 3,824 Value ($000) $388 Avg Close — Range —
Q3 2024
Shares 3,737 Value ($000) $360 Avg Close — Range —
Q2 2024
Shares 3,492 Value ($000) $323 Avg Close — Range —
Q3 2022
Shares 3,232 Value ($000) $202 Avg Close — Range —
Q2 2022
Shares 6,065 Value ($000) $366 Avg Close — Range —
Q1 2022
Shares 14,343 Value ($000) $1,096 Avg Close — Range —
Q4 2021
Shares 15,280 Value ($000) $1,278 Avg Close — Range —