ISHARES TR

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

Valpey Financial Services, LLC's Holding History (CIK: 0002077991)

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

Q4 2025
Shares 5,779 Value ($000) $712 Avg Close — Range —
Q3 2025
Shares 5,941 Value ($000) $717 Avg Close — Range —
Q2 2025
Shares 6,579 Value ($000) $724 Avg Close — Range —