ISHARES TR

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

North Berkeley Wealth Management, LLC's Holding History (CIK: 0002062383)

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

Q4 2025
Shares 87,819 Value ($000) $10,825 Avg Close — Range —
Q3 2025
Shares 91,564 Value ($000) $11,054 Avg Close — Range —
Q2 2025
Shares 95,473 Value ($000) $10,512 Avg Close — Range —
Q1 2025
Shares 84,077 Value ($000) $7,805 Avg Close — Range —
Q4 2024
Shares 81,118 Value ($000) $8,236 Avg Close — Range —