ISHARES TR

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

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 2,124 Value ($000) $262 Avg Close Range
Q3 2025
Shares 2,124 Value ($000) $256 Avg Close Range
Q2 2025
Shares 2,124 Value ($000) $234 Avg Close Range