ISHARES TR

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

Partners in Financial Planning's Holding History (CIK: 0002054264)

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

Q4 2025
Shares 3,597 Value ($000) $443 Avg Close — Range —
Q3 2025
Shares 3,595 Value ($000) $434 Avg Close — Range —
Q2 2025
Shares 3,592 Value ($000) $396 Avg Close — Range —
Q1 2025
Shares 3,590 Value ($000) $333 Avg Close — Range —
Q4 2024
Shares 3,840 Value ($000) $390 Avg Close — Range —
Q3 2024
Shares 4,791 Value ($000) $459 Avg Close — Range —
Q2 2024
Shares 4,983 Value ($000) $461 Avg Close — Range —
Q1 2024
Shares 5,228 Value ($000) $441 Avg Close — Range —
Q4 2023
Shares 4,498 Value ($000) $338 Avg Close — Range —
Q3 2023
Shares 5,697 Value ($000) $390 Avg Close — Range —
Q2 2023
Shares 5,900 Value ($000) $416 Avg Close — Range —
Q1 2023
Shares 6,159 Value ($000) $394 Avg Close — Range —
Q4 2022
Shares 6,350 Value ($000) $367 Avg Close — Range —
Q3 2022
Shares 6,432 Value ($000) $396 Avg Close — Range —
Q2 2022
Shares 6,511 Value ($000) $432 Avg Close — Range —
Q1 2022
Shares 6,663 Value ($000) $461 Avg Close — Range —
Q4 2021
Shares 6,661 Value ($000) $491 Avg Close — Range —
Q3 2021
Shares 6,809 Value ($000) $503 Avg Close — Range —
Q2 2021
Shares 6,840 Value ($000) $497 Avg Close — Range —