ISHARES TR

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

Plan Group Financial, LLC's Holding History (CIK: 0001940033)

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

Q4 2025
Shares 1,907 Value ($000) $235 Avg Close — Range —
Q3 2025
Shares 2,264 Value ($000) $273 Avg Close — Range —
Q2 2025
Shares 2,007 Value ($000) $221 Avg Close — Range —
Q4 2024
Shares 2,007 Value ($000) $204 Avg Close — Range —
Q3 2024
Shares 2,109 Value ($000) $202 Avg Close — Range —