ISHARES TR

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

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 4,038 Value ($000) $498 Avg Close — Range —
Q3 2025
Shares 4,306 Value ($000) $520 Avg Close — Range —
Q2 2025
Shares 4,448 Value ($000) $490 Avg Close — Range —
Q1 2025
Shares 4,476 Value ($000) $416 Avg Close — Range —
Q4 2024
Shares 4,516 Value ($000) $459 Avg Close — Range —
Q3 2024
Shares 4,523 Value ($000) $433 Avg Close — Range —
Q2 2024
Shares 4,591 Value ($000) $425 Avg Close — Range —
Q1 2024
Shares 4,706 Value ($000) $397 Avg Close — Range —
Q4 2023
Shares 4,856 Value ($000) $365 Avg Close — Range —
Q3 2023
Shares 4,663 Value ($000) $319 Avg Close — Range —
Q2 2023
Shares 4,428 Value ($000) $312 Avg Close — Range —
Q1 2023
Shares 4,528 Value ($000) $289 Avg Close — Range —
Q4 2022
Shares 4,528 Value ($000) $265 Avg Close — Range —
Q3 2022
Shares 4,778 Value ($000) $276 Avg Close — Range —
Q2 2022
Shares 4,900 Value ($000) $295 Avg Close — Range —
Q1 2022
Shares 4,950 Value ($000) $379 Avg Close — Range —