ISHARES TR

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

Evolution Wealth Advisors, LLC's Holding History (CIK: 0001763121)

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

Q4 2025
Shares 10,300 Value ($000) $1,270 Avg Close — Range —
Q3 2025
Shares 10,230 Value ($000) $1,235 Avg Close — Range —
Q2 2025
Shares 25,835 Value ($000) $2,844 Avg Close — Range —
Q1 2025
Shares 15,585 Value ($000) $1,447 Avg Close — Range —
Q4 2024
Shares 8,055 Value ($000) $818 Avg Close — Range —
Q3 2024
Shares 15,755 Value ($000) $1,509 Avg Close — Range —
Q2 2024
Shares 5,895 Value ($000) $546 Avg Close — Range —
Q1 2024
Shares 5,715 Value ($000) $483 Avg Close — Range —
Q4 2023
Shares 2,960 Value ($000) $222 Avg Close — Range —
Q3 2023
Shares 2,960 Value ($000) $203 Avg Close — Range —
Q2 2023
Shares 2,960 Value ($000) $209 Avg Close — Range —
Q3 2021
Shares 1,135 Value ($000) $84 Avg Close — Range —
Q1 2020
Shares 1,824 Value ($000) $301 Avg Close — Range —