ISHARES TR

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

McGlone Suttner Wealth Management, Inc.'s Holding History (CIK: 0001964819)

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

Q4 2025
Shares 16,500 Value ($000) $2,034 Avg Close — Range —
Q3 2025
Shares 16,512 Value ($000) $1,993 Avg Close — Range —
Q2 2025
Shares 16,509 Value ($000) $1,818 Avg Close — Range —
Q1 2025
Shares 16,507 Value ($000) $1,532 Avg Close — Range —
Q4 2024
Shares 16,830 Value ($000) $1,709 Avg Close — Range —
Q3 2024
Shares 15,480 Value ($000) $1,482 Avg Close — Range —
Q2 2024
Shares 19,440 Value ($000) $1,460 Avg Close — Range —
Q1 2024
Shares 17,991 Value ($000) $1,519 Avg Close — Range —
Q4 2023
Shares 19,440 Value ($000) $1,460 Avg Close — Range —
Q3 2023
Shares 19,805 Value ($000) $1,355 Avg Close — Range —
Q2 2023
Shares 24,224 Value ($000) $1,707 Avg Close — Range —
Q1 2023
Shares 24,069 Value ($000) $1,538 Avg Close — Range —
Q4 2022
Shares 24,046 Value ($000) $1,407 Avg Close — Range —