ISHARES TR

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

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 22,722 Value ($000) $2,801 Avg Close — Range —
Q3 2025
Shares 21,528 Value ($000) $2,599 Avg Close — Range —
Q2 2025
Shares 22,243 Value ($000) $2,449 Avg Close — Range —
Q1 2025
Shares 12,804 Value ($000) $1,189 Avg Close — Range —
Q4 2024
Shares 10,755 Value ($000) $1,092 Avg Close — Range —
Q3 2024
Shares 8,166 Value ($000) $782 Avg Close — Range —