ISHARES TR

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

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 9,711 Value ($000) $1,197 Avg Close — Range —
Q3 2025
Shares 9,711 Value ($000) $1,069 Avg Close — Range —
Q2 2025
Shares 9,711 Value ($000) $901 Avg Close — Range —
Q1 2025
Shares 9,709 Value ($000) $986 Avg Close — Range —
Q4 2024
Shares 9,709 Value ($000) $930 Avg Close — Range —
Q3 2024
Shares 9,709 Value ($000) $898 Avg Close — Range —
Q2 2024
Shares 9,709 Value ($000) $820 Avg Close — Range —
Q1 2024
Shares 9,709 Value ($000) $820 Avg Close — Range —
Q4 2023
Shares 9,906 Value ($000) $744 Avg Close — Range —
Q3 2023
Shares 10,055 Value ($000) $709 Avg Close — Range —
Q2 2023
Shares 10,055 Value ($000) $709 Avg Close — Range —
Q1 2023
Shares 10,135 Value ($000) $593 Avg Close — Range —
Q4 2022
Shares 10,135 Value ($000) $593 Avg Close — Range —
Q3 2022
Shares 10,135 Value ($000) $586 Avg Close — Range —
Q2 2022
Shares 10,171 Value ($000) $614 Avg Close — Range —
Q1 2022
Shares 10,217 Value ($000) $855 Avg Close — Range —
Q4 2021
Shares 10,217 Value ($000) $855 Avg Close — Range —
Q3 2021
Shares 10,217 Value ($000) $755 Avg Close — Range —
Q2 2021
Shares 10,532 Value ($000) $686 Avg Close — Range —
Q1 2021
Shares 10,532 Value ($000) $686 Avg Close — Range —
Q4 2020
Shares 10,639 Value ($000) $679 Avg Close — Range —