ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Wealth Group Ltd's Holding History (CIK: 0002010748)

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

Q4 2025
Shares 157,873 Value ($000) $108,134 Avg Close — Range —
Q3 2025
Shares 171,964 Value ($000) $115,095 Avg Close — Range —
Q2 2025
Shares 188,412 Value ($000) $116,985 Avg Close — Range —
Q1 2025
Shares 197,096 Value ($000) $110,748 Avg Close — Range —
Q4 2024
Shares 194,825 Value ($000) $114,689 Avg Close — Range —
Q3 2024
Shares 190,541 Value ($000) $109,908 Avg Close — Range —
Q2 2024
Shares 186,911 Value ($000) $102,283 Avg Close — Range —
Q1 2024
Shares 186,297 Value ($000) $97,506 Avg Close — Range —
Q4 2023
Shares 181,480 Value ($000) $90,085 Avg Close — Range —