ISHARES TR

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

SwitchPoint Financial Planning, LLC's Holding History (CIK: 0002055526)

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

Q4 2025
Shares 4,656 Value ($000) $574 Avg Close Range
Q3 2025
Shares 4,656 Value ($000) $562 Avg Close Range
Q2 2025
Shares 4,656 Value ($000) $513 Avg Close Range
Q1 2025
Shares 4,656 Value ($000) $432 Avg Close Range
Q4 2024
Shares 4,656 Value ($000) $473 Avg Close Range