ISHARES TR

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

Ritter Daniher Financial Advisory LLC / DE's Holding History (CIK: 0001936603)

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

Q4 2025
Shares 10,426 Value ($000) $1,285 Avg Close — Range —
Q3 2025
Shares 10,426 Value ($000) $1,259 Avg Close — Range —
Q2 2025
Shares 10,366 Value ($000) $1,141 Avg Close — Range —
Q1 2025
Shares 11,654 Value ($000) $1,082 Avg Close — Range —
Q4 2024
Shares 11,683 Value ($000) $1,186 Avg Close — Range —
Q3 2024
Shares 11,918 Value ($000) $1,141 Avg Close — Range —
Q2 2024
Shares 11,962 Value ($000) $1,107 Avg Close — Range —
Q1 2024
Shares 12,437 Value ($000) $1,050 Avg Close — Range —
Q4 2023
Shares 12,437 Value ($000) $934 Avg Close — Range —
Q3 2023
Shares 10,322 Value ($000) $707 Avg Close — Range —
Q2 2023
Shares 10,102 Value ($000) $712 Avg Close — Range —
Q1 2023
Shares 8,425 Value ($000) $538 Avg Close — Range —
Q4 2022
Shares 9,519 Value ($000) $557 Avg Close — Range —
Q3 2022
Shares 14,670 Value ($000) $849 Avg Close — Range —
Q2 2022
Shares 7,400 Value ($000) $447 Avg Close — Range —