ISHARES TR

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

Northwest Financial Advisors's Holding History (CIK: 0002010635)

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

Q4 2025
Shares 3,483 Value ($000) $429 Avg Close — Range —
Q3 2025
Shares 3,986 Value ($000) $481 Avg Close — Range —
Q2 2025
Shares 3,969 Value ($000) $437 Avg Close — Range —
Q1 2025
Shares 3,958 Value ($000) $367 Avg Close — Range —
Q3 2024
Shares 511 Value ($000) $49 Avg Close — Range —
Q4 2023
Shares 509 Value ($000) $38 Avg Close — Range —