ISHARES TR

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

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 145,691 Value ($000) $17,958 Avg Close — Range —
Q3 2025
Shares 133,463 Value ($000) $16,112 Avg Close — Range —
Q2 2025
Shares 127,522 Value ($000) $14,040 Avg Close — Range —
Q1 2025
Shares 149,882 Value ($000) $13,914 Avg Close — Range —
Q4 2024
Shares 136,874 Value ($000) $13,897 Avg Close — Range —
Q3 2024
Shares 1,980 Value ($000) $215 Avg Close — Range —
Q2 2024
Shares 140,626 Value ($000) $13,014 Avg Close — Range —
Q1 2024
Shares 86,308 Value ($000) $7,288 Avg Close — Range —