ISHARES TR

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

Commonwealth Retirement Investments LLC's Holding History (CIK: 0001963787)

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

Q4 2025
Shares 31,866 Value ($000) $3,928 Avg Close — Range —
Q3 2025
Shares 29,919 Value ($000) $3,612 Avg Close — Range —
Q2 2025
Shares 29,527 Value ($000) $3,251 Avg Close — Range —
Q1 2025
Shares 32,268 Value ($000) $2,995 Avg Close — Range —
Q4 2024
Shares 31,571 Value ($000) $3,205 Avg Close — Range —
Q3 2024
Shares 31,104 Value ($000) $2,978 Avg Close — Range —
Q2 2024
Shares 30,188 Value ($000) $2,794 Avg Close — Range —
Q1 2024
Shares 18,293 Value ($000) $1,545 Avg Close — Range —
Q4 2023
Shares 6,817 Value ($000) $512 Avg Close — Range —
Q3 2023
Shares 6,706 Value ($000) $459 Avg Close — Range —