ISHARES TR

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

WCG Wealth Advisors LLC's Holding History (CIK: 0001855713)

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

Q4 2025
Shares 104,589 Value ($000) $12,893 Avg Close Range
Q3 2025
Shares 118,928 Value ($000) $14,357 Avg Close Range
Q2 2025
Shares 118,929 Value ($000) $13,094 Avg Close Range
Q1 2025
Shares 114,142 Value ($000) $10,597 Avg Close Range
Q4 2024
Shares 119,377 Value ($000) $12,120 Avg Close Range
Q3 2024
Shares 118,631 Value ($000) $11 Avg Close Range
Q2 2024
Shares 115,565 Value ($000) $11 Avg Close Range
Q1 2024
Shares 31,038 Value ($000) $3 Avg Close Range