ISHARES TR

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

Heritage Family Offices, LLP's Holding History (CIK: 0002019316)

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

Q4 2025
Shares 2,959 Value ($000) $365 Avg Close — Range —
Q3 2025
Shares 2,321 Value ($000) $280 Avg Close — Range —
Q2 2025
Shares 2,339 Value ($000) $216 Avg Close — Range —
Q1 2025
Shares 2,339 Value ($000) $217 Avg Close — Range —
Q4 2024
Shares 2,440 Value ($000) $248 Avg Close — Range —