ISHARES TR

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

Legacy Financial Group LLC's Holding History (CIK: 0001834011)

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

Q4 2025
Shares 151,264 Value ($000) $18,164 Avg Close — Range —
Q3 2025
Shares 150,013 Value ($000) $18,110 Avg Close — Range —
Q2 2025
Shares 150,916 Value ($000) $16,616 Avg Close — Range —
Q1 2025
Shares 158,647 Value ($000) $14,727 Avg Close — Range —
Q4 2024
Shares 157,852 Value ($000) $16,026,749 Avg Close — Range —
Q3 2024
Shares 165,940 Value ($000) $15,889 Avg Close — Range —
Q2 2024
Shares 165,273 Value ($000) $15,294 Avg Close — Range —
Q1 2024
Shares 104,334 Value ($000) $8,810 Avg Close — Range —
Q3 2023
Shares 38,806 Value ($000) $2,655,112 Avg Close — Range —
Q4 2021
Shares 15,654 Value ($000) $1,267 Avg Close — Range —