ISHARES TR

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

Schrum Private Wealth Management LLC's Holding History (CIK: 0001914987)

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

Q4 2025
Shares 3,238 Value ($000) $399 Avg Close — Range —
Q3 2025
Shares 3,238 Value ($000) $391 Avg Close — Range —
Q2 2025
Shares 3,237 Value ($000) $356 Avg Close — Range —
Q1 2025
Shares 2,932 Value ($000) $272 Avg Close — Range —
Q4 2024
Shares 3,052 Value ($000) $310 Avg Close — Range —
Q3 2024
Shares 5,862 Value ($000) $561 Avg Close — Range —
Q2 2024
Shares 2,564 Value ($000) $237 Avg Close — Range —
Q1 2024
Shares 2,564 Value ($000) $217 Avg Close — Range —
Q4 2021
Shares 2,400 Value ($000) $201 Avg Close — Range —