ISHARES TR

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

CFM WEALTH PARTNERS LLC's Holding History (CIK: 0001801097)

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

Q4 2025
Shares 11,022 Value ($000) $1,359 Avg Close — Range —
Q3 2025
Shares 11,523 Value ($000) $1,391 Avg Close — Range —
Q2 2025
Shares 11,599 Value ($000) $1,277 Avg Close — Range —
Q1 2025
Shares 11,819 Value ($000) $1,097 Avg Close — Range —
Q4 2024
Shares 11,845 Value ($000) $1,203 Avg Close — Range —
Q3 2024
Shares 11,114 Value ($000) $1,064 Avg Close — Range —
Q2 2024
Shares 10,793 Value ($000) $999 Avg Close — Range —
Q1 2024
Shares 10,481 Value ($000) $885 Avg Close — Range —
Q4 2023
Shares 10,777 Value ($000) $809 Avg Close — Range —
Q3 2023
Shares 10,525 Value ($000) $720 Avg Close — Range —
Q2 2023
Shares 11,090 Value ($000) $782 Avg Close — Range —
Q1 2023
Shares 10,822 Value ($000) $691 Avg Close — Range —
Q4 2022
Shares 12,988 Value ($000) $760 Avg Close — Range —
Q3 2022
Shares 13,197 Value ($000) $763 Avg Close — Range —
Q2 2022
Shares 9,069 Value ($000) $547 Avg Close — Range —
Q2 2020
Shares 309 Value ($000) $64 Avg Close — Range —
Q1 2020
Shares 475 Value ($000) $78 Avg Close — Range —
Q4 2019
Shares 475 Value ($000) $96 Avg Close — Range —