ISHARES TR

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

O'Connor Financial Group LLC's Holding History (CIK: 0001973783)

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

Q4 2025
Shares 4,208 Value ($000) $520 Avg Close — Range —
Q3 2025
Shares 4,694 Value ($000) $567 Avg Close — Range —
Q2 2025
Shares 4,722 Value ($000) $523 Avg Close — Range —
Q1 2025
Shares 4,741 Value ($000) $440 Avg Close — Range —
Q4 2024
Shares 4,215 Value ($000) $428 Avg Close — Range —
Q3 2024
Shares 4,215 Value ($000) $404 Avg Close — Range —
Q2 2024
Shares 4,879 Value ($000) $452 Avg Close — Range —
Q1 2024
Shares 4,898 Value ($000) $414 Avg Close — Range —
Q4 2023
Shares 4,922 Value ($000) $370 Avg Close — Range —
Q3 2023
Shares 4,963 Value ($000) $340 Avg Close — Range —
Q2 2023
Shares 4,959 Value ($000) $350 Avg Close — Range —
Q1 2023
Shares 4,464 Value ($000) $285 Avg Close — Range —