ISHARES TR

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

Glass Jacobson Investment Advisors llc's Holding History (CIK: 0001964394)

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

Q4 2025
Shares 3,563 Value ($000) $439 Avg Close — Range —
Q3 2025
Shares 3,562 Value ($000) $430 Avg Close — Range —
Q2 2025
Shares 3,609 Value ($000) $397 Avg Close — Range —
Q1 2025
Shares 3,869 Value ($000) $393 Avg Close — Range —
Q4 2024
Shares 3,869 Value ($000) $393 Avg Close — Range —
Q3 2024
Shares 3,835 Value ($000) $367 Avg Close — Range —
Q2 2024
Shares 4,099 Value ($000) $379 Avg Close — Range —
Q1 2024
Shares 4,159 Value ($000) $351 Avg Close — Range —
Q4 2023
Shares 3,997 Value ($000) $300 Avg Close — Range —
Q3 2023
Shares 5,659 Value ($000) $387 Avg Close — Range —
Q2 2023
Shares 5,994 Value ($000) $422 Avg Close — Range —
Q4 2022
Shares 8,123 Value ($000) $475 Avg Close — Range —