ISHARES TR

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

Genesis Wealth Advisors, LLC's Holding History (CIK: 0001637241)

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

Q4 2025
Shares 5,002 Value ($000) $617 Avg Close — Range —
Q3 2025
Shares 5,062 Value ($000) $611 Avg Close — Range —
Q2 2025
Shares 5,162 Value ($000) $568 Avg Close — Range —
Q1 2025
Shares 4,744 Value ($000) $440 Avg Close — Range —
Q4 2024
Shares 3,368 Value ($000) $342 Avg Close — Range —
Q2 2015
Shares 454 Value ($000) $51,692 Avg Close — Range —
Q1 2015
Shares 1,035 Value ($000) $117,400 Avg Close — Range —
Q4 2014
Shares 1,120 Value ($000) $130,614 Avg Close — Range —