ISHARES TR

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

Opal Wealth Advisors, LLC's Holding History (CIK: 0001844201)

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

Q4 2025
Shares 7,848 Value ($000) $967 Avg Close — Range —
Q3 2025
Shares 5,988 Value ($000) $723 Avg Close — Range —
Q2 2025
Shares 6,218 Value ($000) $685 Avg Close — Range —
Q1 2025
Shares 848 Value ($000) $79 Avg Close — Range —
Q4 2024
Shares 6,300 Value ($000) $640 Avg Close — Range —
Q2 2024
Shares 1,339 Value ($000) $124 Avg Close — Range —
Q4 2022
Shares 18,890 Value ($000) $1,105 Avg Close — Range —
Q3 2022
Shares 11,684 Value ($000) $676 Avg Close — Range —
Q2 2022
Shares 10,737 Value ($000) $648 Avg Close — Range —