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 | 3,752 | $462 | — | — |
| Q3 2025 | 4,805 | $580 | — | — |
| Q2 2025 | 4,896 | $539 | — | — |
| Q1 2025 | 5,036 | $468 | — | — |
| Q4 2024 | 6,237 | $633 | — | — |
| Q3 2024 | 6,328 | $606 | — | — |
| Q2 2024 | 6,327 | $562 | — | — |
| Q1 2024 | 5,383 | $404 | — | — |
| Q4 2023 | 5,383 | $404 | — | — |