ISHARES TR

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

RCS Financial Planning, LLC's Holding History (CIK: 0001963347)

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

Q4 2025
Shares 35,922 Value ($000) $4,428 Avg Close — Range —
Q3 2025
Shares 34,122 Value ($000) $4,119 Avg Close — Range —
Q2 2025
Shares 32,856 Value ($000) $3,617 Avg Close — Range —
Q1 2025
Shares 33,114 Value ($000) $3,074 Avg Close — Range —
Q4 2024
Shares 31,700 Value ($000) $3,219 Avg Close — Range —
Q3 2024
Shares 31,086 Value ($000) $2,976 Avg Close — Range —
Q2 2024
Shares 32,955 Value ($000) $3,050 Avg Close — Range —
Q1 2024
Shares 18,133 Value ($000) $1,531 Avg Close — Range —
Q4 2023
Shares 13,354 Value ($000) $1,003 Avg Close — Range —
Q3 2023
Shares 10,095 Value ($000) $693 Avg Close — Range —