ISHARES TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 2,372,059 Value ($000) $292,380 Avg Close — Range —
Q3 2025
Shares 2,409,948 Value ($000) $290,929 Avg Close — Range —
Q2 2025
Shares 2,279,446 Value ($000) $250,967 Avg Close — Range —
Q1 2025
Shares 2,479,175 Value ($000) $230,142 Avg Close — Range —
Q4 2024
Shares 2,483,216 Value ($000) $252,157 Avg Close — Range —
Q3 2024
Shares 2,517,381 Value ($000) $241,039 Avg Close — Range —
Q2 2024
Shares 2,531,410 Value ($000) $234,257 Avg Close — Range —
Q1 2024
Shares 2,589,003 Value ($000) $218,617 Avg Close — Range —
Q4 2023
Shares 2,640,236 Value ($000) $198,283 Avg Close — Range —
Q3 2023
Shares 2,661,722 Value ($000) $182,115 Avg Close — Range —
Q2 2023
Shares 2,686,146 Value ($000) $189,320 Avg Close — Range —
Q1 2023
Shares 2,710,896 Value ($000) $173,199 Avg Close — Range —
Q4 2022
Shares 2,721,108 Value ($000) $159,185 Avg Close — Range —
Q3 2022
Shares 2,682,925 Value ($000) $155,207 Avg Close — Range —
Q2 2022
Shares 2,660,578 Value ($000) $160,566 Avg Close — Range —
Q1 2022
Shares 2,577,857 Value ($000) $196,897 Avg Close — Range —
Q4 2021
Shares 2,569,402 Value ($000) $214,982 Avg Close — Range —