ISHARES TR

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

TrueWealth Advisors, LLC's Holding History (CIK: 0001817714)

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

Q4 2025
Shares 4,320 Value ($000) $532 Avg Close Range
Q3 2025
Shares 4,067 Value ($000) $491 Avg Close Range
Q2 2025
Shares 4,175 Value ($000) $460 Avg Close Range
Q1 2025
Shares 3,836 Value ($000) $356 Avg Close Range
Q4 2024
Shares 4,222 Value ($000) $429 Avg Close Range
Q3 2024
Shares 4,222 Value ($000) $404 Avg Close Range
Q2 2024
Shares 5,732 Value ($000) $530 Avg Close Range
Q1 2024
Shares 4,342 Value ($000) $367 Avg Close Range
Q4 2023
Shares 2,859 Value ($000) $215 Avg Close Range
Q3 2023
Shares 2,984 Value ($000) $204 Avg Close Range