ISHARES TR

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

Onyx Bridge Wealth Group LLC's Holding History (CIK: 0001819476)

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

Q4 2025
Shares 2,801 Value ($000) $345 Avg Close — Range —
Q3 2025
Shares 2,883 Value ($000) $348 Avg Close — Range —
Q2 2025
Shares 2,836 Value ($000) $312 Avg Close — Range —
Q1 2025
Shares 3,167 Value ($000) $294 Avg Close — Range —
Q4 2024
Shares 3,241 Value ($000) $329 Avg Close — Range —
Q3 2024
Shares 3,129 Value ($000) $300 Avg Close — Range —
Q2 2024
Shares 3,027 Value ($000) $280 Avg Close — Range —
Q1 2024
Shares 3,090 Value ($000) $255 Avg Close — Range —
Q4 2023
Shares 3,090 Value ($000) $232 Avg Close — Range —
Q3 2023
Shares 3,668 Value ($000) $251 Avg Close — Range —
Q2 2023
Shares 3,490 Value ($000) $246 Avg Close — Range —
Q1 2023
Shares 3,183 Value ($000) $203 Avg Close — Range —
Q1 2022
Shares 3,134 Value ($000) $211 Avg Close — Range —
Q4 2021
Shares 3,334 Value ($000) $281 Avg Close — Range —
Q3 2021
Shares 4,062 Value ($000) $315 Avg Close — Range —
Q2 2021
Shares 3,478 Value ($000) $258 Avg Close — Range —