ISHARES TR

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

Western Financial Corp/CA's Holding History (CIK: 0001954480)

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

Q4 2025
Shares 2,184 Value ($000) $269 Avg Close — Range —
Q3 2025
Shares 2,474 Value ($000) $299 Avg Close — Range —
Q2 2025
Shares 2,951 Value ($000) $325 Avg Close — Range —
Q1 2025
Shares 3,344 Value ($000) $310 Avg Close — Range —
Q4 2024
Shares 3,577 Value ($000) $363 Avg Close — Range —
Q3 2024
Shares 5,870 Value ($000) $562 Avg Close — Range —
Q2 2024
Shares 6,328 Value ($000) $586 Avg Close — Range —
Q1 2024
Shares 4,230 Value ($000) $357 Avg Close — Range —