ISHARES TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 88,005 Value ($000) $10,624 Avg Close — Range —
Q2 2025
Shares 88,939 Value ($000) $9,792 Avg Close — Range —
Q1 2025
Shares 107,635 Value ($000) $9,992 Avg Close — Range —
Q4 2024
Shares 104,255 Value ($000) $10,585 Avg Close — Range —
Q3 2024
Shares 106,545 Value ($000) $10,202 Avg Close — Range —
Q2 2024
Shares 108,196 Value ($000) $10,012 Avg Close — Range —
Q1 2024
Shares 57,922 Value ($000) $4,891 Avg Close — Range —
Q4 2023
Shares 13,158 Value ($000) $988 Avg Close — Range —
Q3 2023
Shares 12,522 Value ($000) $857 Avg Close — Range —
Q2 2023
Shares 6,520 Value ($000) $460 Avg Close — Range —
Q1 2023
Shares 6,573 Value ($000) $420 Avg Close — Range —
Q4 2022
Shares 7,493 Value ($000) $438 Avg Close — Range —