ISHARES TR

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

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

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

Q4 2025
Shares 149,877 Value ($000) $18,474 Avg Close — Range —
Q3 2025
Shares 175,530 Value ($000) $21,190 Avg Close — Range —
Q2 2025
Shares 171,496 Value ($000) $18,882 Avg Close — Range —
Q1 2025
Shares 170,208 Value ($000) $15,800 Avg Close — Range —
Q4 2024
Shares 165,680 Value ($000) $16,821 Avg Close — Range —
Q3 2024
Shares 182,107 Value ($000) $17,437 Avg Close — Range —
Q2 2024
Shares 200,076 Value ($000) $18,515 Avg Close — Range —
Q1 2024
Shares 199,144 Value ($000) $16,816 Avg Close — Range —
Q4 2023
Shares 211,818 Value ($000) $15,908 Avg Close — Range —
Q3 2023
Shares 214,418 Value ($000) $14,670 Avg Close — Range —
Q2 2023
Shares 206,299 Value ($000) $14,540 Avg Close — Range —
Q1 2023
Shares 207,304 Value ($000) $13,245 Avg Close — Range —
Q4 2022
Shares 214,279 Value ($000) $12,535 Avg Close — Range —
Q3 2022
Shares 203,120 Value ($000) $11,750 Avg Close — Range —
Q2 2022
Shares 207,685 Value ($000) $12,534 Avg Close — Range —
Q1 2022
Shares 242,766 Value ($000) $18,542 Avg Close — Range —
Q4 2021
Shares 244,085 Value ($000) $20,423 Avg Close — Range —
Q3 2021
Shares 261,131 Value ($000) $19,300 Avg Close — Range —
Q2 2021
Shares 314,547 Value ($000) $22,877 Avg Close — Range —
Q1 2021
Shares 324,256 Value ($000) $21,112 Avg Close — Range —
Q4 2020
Shares 273,963 Value ($000) $17,484 Avg Close — Range —
Q3 2020
Shares 65,129 Value ($000) $15,050 Avg Close — Range —
Q2 2020
Shares 72,644 Value ($000) $15,073 Avg Close — Range —
Q1 2020
Shares 79,039 Value ($000) $13,045 Avg Close — Range —
Q4 2019
Shares 79,698 Value ($000) $15,433 Avg Close — Range —