ISHARES TR

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

Kapstone Financial Advisors LLC's Holding History (CIK: 0001966087)

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

Q4 2025
Shares 45,327 Value ($000) $5,587 Avg Close — Range —
Q3 2025
Shares 44,303 Value ($000) $5,348 Avg Close — Range —
Q2 2025
Shares 40,490 Value ($000) $4,458 Avg Close — Range —
Q1 2025
Shares 37,837 Value ($000) $3,512 Avg Close — Range —
Q4 2024
Shares 34,843 Value ($000) $3,616 Avg Close — Range —
Q3 2024
Shares 30,559 Value ($000) $2,911 Avg Close — Range —
Q2 2024
Shares 29,586 Value ($000) $2,738 Avg Close — Range —
Q1 2024
Shares 29,586 Value ($000) $2,498 Avg Close — Range —
Q4 2023
Shares 27,109 Value ($000) $2,131 Avg Close — Range —
Q3 2023
Shares 26,927 Value ($000) $1,842 Avg Close — Range —
Q2 2023
Shares 26,788 Value ($000) $1,940 Avg Close — Range —
Q1 2023
Shares 26,121 Value ($000) $1,691 Avg Close — Range —
Q4 2022
Shares 25,518 Value ($000) $1,613 Avg Close — Range —