ISHARES TR

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

EHRLICH FINANCIAL GROUP's Holding History (CIK: 0002010632)

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

Q4 2025
Shares 104,870 Value ($000) $12,926 Avg Close — Range —
Q3 2025
Shares 98,737 Value ($000) $11,920 Avg Close — Range —
Q2 2025
Shares 97,596 Value ($000) $10,745 Avg Close — Range —
Q1 2025
Shares 118,441 Value ($000) $10,995 Avg Close — Range —
Q4 2024
Shares 127,161 Value ($000) $12,911 Avg Close — Range —
Q3 2024
Shares 118,460 Value ($000) $11,343 Avg Close — Range —
Q2 2024
Shares 143,048 Value ($000) $13,238 Avg Close — Range —
Q1 2024
Shares 119,095 Value ($000) $10,056 Avg Close — Range —
Q4 2023
Shares 98,020 Value ($000) $7,361 Avg Close — Range —