ISHARES TR

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

BCU Wealth Advisors, LLC's Holding History (CIK: 0002003570)

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

Q4 2025
Shares 28,523 Value ($000) $3,516 Avg Close — Range —
Q3 2025
Shares 29,092 Value ($000) $3,512 Avg Close — Range —
Q2 2025
Shares 32,440 Value ($000) $3,572 Avg Close — Range —
Q1 2025
Shares 29,466 Value ($000) $2,735 Avg Close — Range —
Q4 2024
Shares 24,772 Value ($000) $2,515 Avg Close — Range —
Q3 2024
Shares 25,905 Value ($000) $2,480 Avg Close — Range —
Q2 2024
Shares 25,271 Value ($000) $2,339 Avg Close — Range —
Q1 2024
Shares 14,193 Value ($000) $1,198 Avg Close — Range —
Q4 2023
Shares 4,872 Value ($000) $366 Avg Close — Range —