ISHARES TR

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

Legacy Capital Group California, Inc.'s Holding History (CIK: 0001977092)

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

Q4 2025
Shares 6,185 Value ($000) $762 Avg Close — Range —
Q3 2025
Shares 5,904 Value ($000) $713 Avg Close — Range —
Q2 2025
Shares 3,301 Value ($000) $363 Avg Close — Range —
Q1 2025
Shares 5,096 Value ($000) $473 Avg Close — Range —
Q4 2024
Shares 3,521 Value ($000) $357 Avg Close — Range —
Q3 2024
Shares 3,234 Value ($000) $310 Avg Close — Range —
Q2 2024
Shares 5,815 Value ($000) $538 Avg Close — Range —
Q1 2024
Shares 3,164 Value ($000) $267 Avg Close — Range —
Q4 2023
Shares 3,126 Value ($000) $235 Avg Close — Range —
Q3 2023
Shares 3,105 Value ($000) $212 Avg Close — Range —
Q2 2023
Shares 3,058 Value ($000) $216 Avg Close — Range —