ISHARES TR

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

Accurate Wealth Management, LLC's Holding History (CIK: 0001877728)

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

Q4 2025
Shares 5,012 Value ($000) $625 Avg Close Range
Q3 2025
Shares 5,114 Value ($000) $613 Avg Close Range
Q2 2025
Shares 5,043 Value ($000) $560 Avg Close Range
Q1 2025
Shares 5,714 Value ($000) $516 Avg Close Range
Q4 2024
Shares 8,249 Value ($000) $834 Avg Close Range
Q3 2024
Shares 8,660 Value ($000) $838 Avg Close Range
Q2 2024
Shares 3,174 Value ($000) $305 Avg Close Range
Q1 2024
Shares 2,767 Value ($000) $219 Avg Close Range
Q4 2023
Shares 2,814 Value ($000) $213 Avg Close Range
Q3 2023
Shares 3,157 Value ($000) $222 Avg Close Range
Q2 2023
Shares 3,456 Value ($000) $246 Avg Close Range
Q1 2023
Shares 3,712 Value ($000) $238 Avg Close Range
Q4 2022
Shares 3,722 Value ($000) $219 Avg Close Range
Q3 2022
Shares 3,282 Value ($000) $340 Avg Close Range
Q2 2022
Shares 4,542 Value ($000) $283 Avg Close Range
Q1 2022
Shares 4,553 Value ($000) $348 Avg Close Range
Q4 2021
Shares 1,992 Value ($000) $356 Avg Close Range
Q3 2021
Shares 1,992 Value ($000) $340 Avg Close Range
Q2 2021
Shares 4,129 Value ($000) $300 Avg Close Range