ISHARES TR

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

Montz Harcus Wealth Management LLC's Holding History (CIK: 0001918613)

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

Q4 2025
Shares 3,179 Value ($000) $392 Avg Close — Range —
Q3 2025
Shares 3,176 Value ($000) $383 Avg Close — Range —
Q2 2025
Shares 3,173 Value ($000) $349 Avg Close — Range —
Q1 2025
Shares 3,170 Value ($000) $294 Avg Close — Range —
Q4 2024
Shares 2,543 Value ($000) $258 Avg Close — Range —
Q3 2024
Shares 2,540 Value ($000) $243 Avg Close — Range —
Q2 2024
Shares 2,317 Value ($000) $214 Avg Close — Range —