ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

BOURGEON CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001088731)

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

Q4 2025
Shares 1,530 Value ($000) $424 Avg Close — Range —
Q3 2025
Shares 1,530 Value ($000) $419 Avg Close — Range —
Q2 2025
Shares 1,530 Value ($000) $377 Avg Close — Range —
Q1 2025
Shares 1,529 Value ($000) $322 Avg Close — Range —
Q4 2024
Shares 1,527 Value ($000) $359 Avg Close — Range —
Q3 2024
Shares 1,525 Value ($000) $336 Avg Close — Range —