ISHARES TR

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

Everhart Financial Group, Inc.'s Holding History (CIK: 0001852858)

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

Q4 2025
Shares 6,596 Value ($000) $813 Avg Close — Range —
Q3 2025
Shares 6,303 Value ($000) $761 Avg Close — Range —
Q2 2025
Shares 6,305 Value ($000) $694 Avg Close — Range —
Q1 2025
Shares 6,525 Value ($000) $606 Avg Close — Range —
Q4 2024
Shares 6,699 Value ($000) $680 Avg Close — Range —
Q3 2024
Shares 6,607 Value ($000) $633 Avg Close — Range —
Q2 2024
Shares 5,429 Value ($000) $502 Avg Close — Range —
Q1 2024
Shares 5,717 Value ($000) $483 Avg Close — Range —