ISHARES TR

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

Wedmont Private Capital's Holding History (CIK: 0001904274)

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

Q4 2025
Shares 9,225 Value ($000) $1,151 Avg Close — Range —
Q3 2025
Shares 9,727 Value ($000) $1,177 Avg Close — Range —
Q2 2025
Shares 9,507 Value ($000) $1,054 Avg Close — Range —
Q1 2025
Shares 9,209 Value ($000) $832 Avg Close — Range —
Q4 2024
Shares 9,209 Value ($000) $931 Avg Close — Range —
Q3 2024
Shares 10,411 Value ($000) $985 Avg Close — Range —
Q2 2024
Shares 10,327 Value ($000) $989 Avg Close — Range —
Q1 2024
Shares 10,325 Value ($000) $870 Avg Close — Range —
Q4 2023
Shares 10,324 Value ($000) $769 Avg Close — Range —
Q3 2023
Shares 10,323 Value ($000) $720 Avg Close — Range —
Q2 2023
Shares 12,250 Value ($000) $873 Avg Close — Range —
Q1 2022
Shares 2,599 Value ($000) $202 Avg Close — Range —