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 | 1,896 | $234 | — | — |
| Q3 2025 | 2,030 | $245 | — | — |
| Q2 2025 | 2,575 | $284 | — | — |
| Q1 2025 | 2,154 | $201 | — | — |
| Q4 2024 | 2,234 | $227 | — | — |
| Q3 2024 | 2,413 | $231 | — | — |
| Q2 2024 | 2,427 | $225 | — | — |
| Q1 2024 | 2,820 | $238 | — | — |
| Q4 2023 | 3,208 | $241 | — | — |