ISHARES TR

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

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 11,363 Value ($000) $1,372 Avg Close — Range —
Q2 2025
Shares 10,743 Value ($000) $1,183 Avg Close — Range —
Q1 2025
Shares 10,205 Value ($000) $948 Avg Close — Range —
Q4 2024
Shares 10,663 Value ($000) $1,083 Avg Close — Range —
Q3 2024
Shares 9,149 Value ($000) $876 Avg Close — Range —
Q2 2024
Shares 8,571 Value ($000) $793 Avg Close — Range —
Q1 2024
Shares 5,340 Value ($000) $451 Avg Close — Range —
Q4 2023
Shares 3,062 Value ($000) $230 Avg Close — Range —
Q3 2023
Shares 1,981 Value ($000) $136 Avg Close — Range —
Q2 2023
Shares 1,142 Value ($000) $80 Avg Close — Range —