ISHARES TR

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

SWMG, LLC's Holding History (CIK: 0001839255)

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

Q4 2025
Shares 199,018 Value ($000) $24,125 Avg Close — Range —
Q3 2025
Shares 174,486 Value ($000) $21,191 Avg Close — Range —
Q2 2025
Shares 142,314 Value ($000) $16,257 Avg Close — Range —
Q1 2025
Shares 126,804 Value ($000) $11,934 Avg Close — Range —
Q4 2024
Shares 127,028 Value ($000) $13,483 Avg Close — Range —
Q3 2024
Shares 117,557 Value ($000) $11,872 Avg Close — Range —
Q2 2024
Shares 122,004 Value ($000) $11,290 Avg Close — Range —
Q1 2024
Shares 76,110 Value ($000) $6,427 Avg Close — Range —
Q4 2023
Shares 31,201 Value ($000) $2,343 Avg Close — Range —
Q3 2023
Shares 30,860 Value ($000) $2,111 Avg Close — Range —