ISHARES TR

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

WILLNER & HELLER, LLC's Holding History (CIK: 0001927796)

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

Q4 2025
Shares 3,312 Value ($000) $408 Avg Close — Range —
Q3 2025
Shares 3,476 Value ($000) $420 Avg Close — Range —
Q2 2025
Shares 3,489 Value ($000) $384 Avg Close — Range —
Q1 2025
Shares 4,228 Value ($000) $393 Avg Close — Range —
Q4 2024
Shares 4,223 Value ($000) $429 Avg Close — Range —
Q3 2024
Shares 4,277 Value ($000) $410 Avg Close — Range —
Q2 2024
Shares 4,270 Value ($000) $395 Avg Close — Range —
Q1 2024
Shares 4,299 Value ($000) $363 Avg Close — Range —
Q4 2023
Shares 4,295 Value ($000) $323 Avg Close — Range —
Q4 2022
Shares 4,354 Value ($000) $255 Avg Close — Range —
Q3 2022
Shares 4,275 Value ($000) $247 Avg Close — Range —
Q2 2022
Shares 4,264 Value ($000) $257 Avg Close — Range —
Q1 2022
Shares 4,236 Value ($000) $354 Avg Close — Range —
Q4 2021
Shares 4,256 Value ($000) $315 Avg Close — Range —