ISHARES TR

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

BridgePort Financial Solutions, LLC's Holding History (CIK: 0002031775)

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

Q4 2025
Shares 29,382 Value ($000) $3,622 Avg Close — Range —
Q3 2025
Shares 30,311 Value ($000) $3,659 Avg Close — Range —
Q2 2025
Shares 32,892 Value ($000) $3,621 Avg Close — Range —
Q1 2025
Shares 35,403 Value ($000) $3,286 Avg Close — Range —
Q4 2024
Shares 35,345 Value ($000) $3,511 Avg Close — Range —