ISHARES TR

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

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q4 2025
Shares 280,519 Value ($000) $34,577 Avg Close — Range —
Q3 2025
Shares 283,423 Value ($000) $34,215 Avg Close — Range —
Q2 2025
Shares 292,831 Value ($000) $32,241 Avg Close — Range —
Q1 2025
Shares 319,665 Value ($000) $29,674 Avg Close — Range —
Q4 2024
Shares 300,179 Value ($000) $30,477 Avg Close — Range —
Q3 2024
Shares 312,583 Value ($000) $29,930 Avg Close — Range —
Q2 2024
Shares 324,159 Value ($000) $29,998 Avg Close — Range —
Q1 2024
Shares 190,072 Value ($000) $16,050 Avg Close — Range —
Q4 2023
Shares 69,007 Value ($000) $5,182 Avg Close — Range —
Q3 2023
Shares 66,927 Value ($000) $4,594 Avg Close — Range —