ISHARES TR

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

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 98,702 Value ($000) $12,166 Avg Close — Range —
Q3 2025
Shares 95,304 Value ($000) $11,505 Avg Close — Range —
Q2 2025
Shares 94,664 Value ($000) $10,422 Avg Close — Range —
Q1 2025
Shares 92,656 Value ($000) $8,601 Avg Close — Range —
Q4 2024
Shares 93,451 Value ($000) $9,488 Avg Close — Range —
Q3 2024
Shares 93,266 Value ($000) $8,930 Avg Close — Range —
Q2 2024
Shares 95,033 Value ($000) $8,794 Avg Close — Range —
Q1 2024
Shares 94,043 Value ($000) $7,941 Avg Close — Range —
Q4 2023
Shares 90,929 Value ($000) $6,829 Avg Close — Range —
Q3 2023
Shares 88,720 Value ($000) $6,070 Avg Close — Range —
Q2 2023
Shares 87,809 Value ($000) $6,189 Avg Close — Range —
Q1 2023
Shares 85,534 Value ($000) $5,465 Avg Close — Range —
Q4 2022
Shares 86,867 Value ($000) $5,082 Avg Close — Range —
Q3 2022
Shares 87,443 Value ($000) $5,059 Avg Close — Range —
Q2 2022
Shares 85,677 Value ($000) $5,171 Avg Close — Range —
Q1 2022
Shares 90,396 Value ($000) $6,904 Avg Close — Range —
Q4 2021
Shares 87,258 Value ($000) $7,301 Avg Close — Range —
Q3 2021
Shares 86,204 Value ($000) $6,371 Avg Close — Range —
Q2 2021
Shares 85,945 Value ($000) $6,251 Avg Close — Range —
Q1 2021
Shares 5,430,569 Value ($000) $83 Avg Close — Range —
Q4 2020
Shares 80,659 Value ($000) $5,148 Avg Close — Range —
Q3 2020
Shares 19,451 Value ($000) $4,495 Avg Close — Range —
Q2 2020
Shares 19,208 Value ($000) $3,985 Avg Close — Range —
Q1 2020
Shares 19,346 Value ($000) $3,193 Avg Close — Range —
Q4 2019
Shares 19,972 Value ($000) $3,867 Avg Close — Range —