ISHARES TR

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

Alta Wealth Advisors LLC's Holding History (CIK: 0001843826)

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

Q4 2025
Shares 26,418 Value ($000) $3,256 Avg Close — Range —
Q3 2025
Shares 18,349 Value ($000) $2,215 Avg Close — Range —
Q2 2025
Shares 18,743 Value ($000) $2,064 Avg Close — Range —
Q1 2025
Shares 19,966 Value ($000) $1,853 Avg Close — Range —
Q4 2024
Shares 19,091 Value ($000) $1,938 Avg Close — Range —
Q3 2024
Shares 16,783 Value ($000) $1,607 Avg Close — Range —
Q2 2024
Shares 16,708 Value ($000) $1,546 Avg Close — Range —
Q1 2024
Shares 16,708 Value ($000) $1,411 Avg Close — Range —
Q4 2023
Shares 16,708 Value ($000) $1,255 Avg Close — Range —
Q3 2023
Shares 9,660 Value ($000) $661 Avg Close — Range —
Q2 2023
Shares 9,965 Value ($000) $702 Avg Close — Range —
Q1 2023
Shares 9,965 Value ($000) $637 Avg Close — Range —
Q4 2022
Shares 10,205 Value ($000) $597 Avg Close — Range —
Q3 2022
Shares 12,237 Value ($000) $708 Avg Close — Range —
Q2 2022
Shares 12,236 Value ($000) $740 Avg Close — Range —
Q1 2022
Shares 12,344 Value ($000) $943 Avg Close — Range —
Q4 2021
Shares 15,044 Value ($000) $1,259 Avg Close — Range —
Q3 2021
Shares 15,044 Value ($000) $1,112 Avg Close — Range —
Q2 2021
Shares 15,000 Value ($000) $1,091 Avg Close — Range —
Q1 2021
Shares 15,000 Value ($000) $977 Avg Close — Range —
Q4 2020
Shares 15,000 Value ($000) $957 Avg Close — Range —