ISHARES TR

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

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

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

Q4 2025
Shares 5,639 Value ($000) $695 Avg Close — Range —
Q3 2025
Shares 5,634 Value ($000) $680 Avg Close — Range —
Q2 2025
Shares 5,628 Value ($000) $620 Avg Close — Range —
Q1 2025
Shares 5,623 Value ($000) $522 Avg Close — Range —
Q4 2024
Shares 5,617 Value ($000) $570 Avg Close — Range —
Q3 2024
Shares 5,611 Value ($000) $537 Avg Close — Range —
Q2 2024
Shares 5,603 Value ($000) $519 Avg Close — Range —
Q1 2024
Shares 4,899 Value ($000) $414 Avg Close — Range —
Q4 2023
Shares 4,895 Value ($000) $368 Avg Close — Range —
Q3 2023
Shares 4,865 Value ($000) $333 Avg Close — Range —
Q2 2023
Shares 4,865 Value ($000) $343 Avg Close — Range —
Q1 2023
Shares 4,854 Value ($000) $310 Avg Close — Range —
Q4 2022
Shares 4,840 Value ($000) $283 Avg Close — Range —
Q3 2022
Shares 4,829 Value ($000) $279 Avg Close — Range —
Q2 2022
Shares 4,816 Value ($000) $290 Avg Close — Range —
Q1 2022
Shares 4,807 Value ($000) $367 Avg Close — Range —
Q4 2021
Shares 4,800 Value ($000) $401 Avg Close — Range —