ISHARES TR

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

Emergent Wealth Advisors, LLC's Holding History (CIK: 0001799880)

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

Q4 2025
Shares 17,712 Value ($000) $2,183 Avg Close — Range —
Q3 2025
Shares 19,193 Value ($000) $2,309 Avg Close — Range —
Q2 2025
Shares 19,621 Value ($000) $2,160 Avg Close — Range —
Q1 2025
Shares 19,596 Value ($000) $1,819 Avg Close — Range —
Q4 2024
Shares 21,955 Value ($000) $2,229 Avg Close — Range —
Q3 2024
Shares 22,045 Value ($000) $2,111 Avg Close — Range —
Q2 2024
Shares 7,190 Value ($000) $665 Avg Close — Range —
Q1 2024
Shares 4,606 Value ($000) $438 Avg Close — Range —