ISHARES TR

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

James J. Burns & Company, LLC's Holding History (CIK: 0001949059)

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

Q4 2025
Shares 2,341 Value ($000) $289 Avg Close Range
Q3 2025
Shares 2,341 Value ($000) $283 Avg Close Range
Q2 2025
Shares 2,351 Value ($000) $259 Avg Close Range