ISHARES TR

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

Roxbury Financial LLC's Holding History (CIK: 0002054149)

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

Q4 2025
Shares 581 Value ($000) $72 Avg Close — Range —
Q3 2025
Shares 580 Value ($000) $70 Avg Close — Range —
Q2 2025
Shares 579 Value ($000) $64 Avg Close — Range —
Q1 2025
Shares 545 Value ($000) $55 Avg Close — Range —
Q4 2024
Shares 1,043 Value ($000) $105 Avg Close — Range —