ISHARES TR

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

Taylor Financial Group, Inc.'s Holding History (CIK: 0002012516)

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

Q4 2025
Shares 10,856 Value ($000) $1,338 Avg Close — Range —
Q3 2025
Shares 10,856 Value ($000) $1,311 Avg Close — Range —
Q2 2025
Shares 10,856 Value ($000) $1,195 Avg Close — Range —
Q1 2025
Shares 10,856 Value ($000) $1,008 Avg Close — Range —
Q4 2024
Shares 10,856 Value ($000) $1,102 Avg Close — Range —
Q3 2024
Shares 10,856 Value ($000) $1,039 Avg Close — Range —
Q2 2024
Shares 10,856 Value ($000) $1,005 Avg Close — Range —
Q1 2024
Shares 10,856 Value ($000) $917 Avg Close — Range —
Q4 2023
Shares 10,856 Value ($000) $815 Avg Close — Range —