ISHARES TR

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

JIM SAULNIER & ASSOCIATES, LLC's Holding History (CIK: 0002044420)

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

Q4 2025
Shares 4,093 Value ($000) $505 Avg Close — Range —
Q3 2025
Shares 4,089 Value ($000) $494 Avg Close — Range —
Q2 2025
Shares 4,084 Value ($000) $450 Avg Close — Range —
Q1 2025
Shares 4,068 Value ($000) $378 Avg Close — Range —
Q4 2024
Shares 4,049 Value ($000) $411 Avg Close — Range —
Q3 2024
Shares 4,044 Value ($000) $387 Avg Close — Range —