ISHARES TR

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

Sterling Group Wealth Management, LLC's Holding History (CIK: 0001852307)

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

Q4 2025
Shares 62,013 Value ($000) $7,644 Avg Close — Range —
Q3 2025
Shares 65,122 Value ($000) $7,862 Avg Close — Range —
Q2 2025
Shares 67,399 Value ($000) $7,421 Avg Close — Range —
Q1 2025
Shares 103,147 Value ($000) $9,575 Avg Close — Range —
Q4 2024
Shares 101,163 Value ($000) $10,271 Avg Close — Range —
Q3 2024
Shares 102,586 Value ($000) $9,823 Avg Close — Range —
Q2 2024
Shares 8,699 Value ($000) $805 Avg Close — Range —