ISHARES TR

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

Coordinated Financial Services, Inc.'s Holding History (CIK: 0002055532)

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

Q4 2025
Shares 1,624 Value ($000) $200 Avg Close Range
Q4 2024
Shares 2,071 Value ($000) $210 Avg Close Range