ISHARES TR

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

One Wealth Advisors, LLC's Holding History (CIK: 0001725297)

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

Q4 2025
Shares 216,660 Value ($000) $26,706 Avg Close — Range —
Q3 2025
Shares 210,597 Value ($000) $25,423 Avg Close — Range —
Q2 2025
Shares 212,095 Value ($000) $23,352 Avg Close — Range —
Q1 2025
Shares 237,552 Value ($000) $22,052 Avg Close — Range —
Q4 2024
Shares 237,794 Value ($000) $24,143 Avg Close — Range —
Q3 2024
Shares 235,506 Value ($000) $22,550 Avg Close — Range —
Q2 2024
Shares 253,516 Value ($000) $22,325 Avg Close — Range —
Q1 2024
Shares 156,998 Value ($000) $13,257 Avg Close — Range —
Q4 2023
Shares 73,345 Value ($000) $5,508 Avg Close — Range —
Q3 2023
Shares 63,846 Value ($000) $4,368 Avg Close — Range —
Q2 2023
Shares 15,681 Value ($000) $1,105 Avg Close — Range —
Q4 2022
Shares 1,379 Value ($000) $81 Avg Close — Range —