ISHARES TR

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

EPG Wealth Management LLC's Holding History (CIK: 0001803058)

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

Q4 2025
Shares 85,749 Value ($000) $10,569 Avg Close — Range —
Q3 2025
Shares 85,421 Value ($000) $10,312 Avg Close — Range —
Q2 2025
Shares 97,018 Value ($000) $10,682 Avg Close — Range —
Q1 2025
Shares 98,606 Value ($000) $9,154 Avg Close — Range —
Q4 2024
Shares 98,121 Value ($000) $9,962 Avg Close — Range —
Q3 2024
Shares 107,700 Value ($000) $10,312 Avg Close — Range —
Q1 2024
Shares 118,890 Value ($000) $10,039 Avg Close — Range —
Q4 2023
Shares 120,383 Value ($000) $9,692 Avg Close — Range —
Q3 2023
Shares 120,059 Value ($000) $8,214 Avg Close — Range —
Q2 2023
Shares 119,260 Value ($000) $8,405 Avg Close — Range —
Q1 2023
Shares 120,501 Value ($000) $7,699 Avg Close — Range —
Q4 2022
Shares 120,492 Value ($000) $7,049 Avg Close — Range —
Q3 2022
Shares 127,583 Value ($000) $7,381 Avg Close — Range —
Q2 2022
Shares 108,493 Value ($000) $6,548 Avg Close — Range —
Q1 2022
Shares 107,380 Value ($000) $8,202 Avg Close — Range —
Q4 2021
Shares 101,422 Value ($000) $8,486 Avg Close — Range —
Q3 2021
Shares 101,047 Value ($000) $7,468 Avg Close — Range —
Q2 2021
Shares 100,458 Value ($000) $7,306 Avg Close — Range —
Q1 2021
Shares 147,522 Value ($000) $9,605 Avg Close — Range —
Q4 2020
Shares 164,522 Value ($000) $10,500 Avg Close — Range —
Q3 2020
Shares 40,841 Value ($000) $9,437 Avg Close — Range —
Q2 2020
Shares 39,733 Value ($000) $8,244 Avg Close — Range —
Q1 2020
Shares 36,991 Value ($000) $6,105 Avg Close — Range —
Q4 2019
Shares 36,433 Value ($000) $7,055 Avg Close — Range —