Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 6,671 | $822 | — | — |
| Q3 2025 | 6,671 | $805 | — | — |
| Q2 2025 | 6,713 | $739 | — | — |
| Q1 2025 | 7,572 | $703 | — | — |
| Q4 2024 | 10,707 | $1,087 | — | — |
| Q3 2024 | 13,006 | $1,245 | — | — |
| Q2 2024 | 13,131 | $1,215 | — | — |
| Q1 2024 | 21,005 | $1,774 | — | — |
| Q4 2023 | 20,630 | $1,549 | — | — |
| Q3 2023 | 20,871 | $1,428 | — | — |
| Q2 2023 | 18,920 | $1,333 | — | — |
| Q1 2023 | 12,608 | $806 | — | — |
| Q4 2022 | 17,730 | $1,037 | — | — |