ISHARES TR

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

JDM Financial Group LLC's Holding History (CIK: 0001960212)

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

Q4 2025
Shares 996 Value ($000) $123 Avg Close — Range —
Q3 2025
Shares 996 Value ($000) $120 Avg Close — Range —
Q2 2025
Shares 996 Value ($000) $110 Avg Close — Range —
Q1 2025
Shares 996 Value ($000) $92 Avg Close — Range —
Q4 2024
Shares 996 Value ($000) $101 Avg Close — Range —
Q3 2024
Shares 1,300 Value ($000) $124 Avg Close — Range —
Q2 2024
Shares 1,300 Value ($000) $120 Avg Close — Range —
Q1 2024
Shares 1,300 Value ($000) $110 Avg Close — Range —
Q4 2023
Shares 1,300 Value ($000) $98 Avg Close — Range —
Q3 2023
Shares 1,300 Value ($000) $89 Avg Close — Range —
Q2 2023
Shares 1,300 Value ($000) $92 Avg Close — Range —
Q1 2023
Shares 1,300 Value ($000) $83 Avg Close — Range —
Q4 2022
Shares 1,300 Value ($000) $76 Avg Close — Range —