ISHARES TR

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

KFG WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001919344)

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

Q1 2025
Shares 73,484 Value ($000) $6,822 Avg Close — Range —
Q4 2024
Shares 101,570 Value ($000) $10,312 Avg Close — Range —
Q3 2024
Shares 113,410 Value ($000) $10,859 Avg Close — Range —
Q2 2024
Shares 93,295 Value ($000) $8,634 Avg Close — Range —
Q1 2024
Shares 92,679 Value ($000) $7,826 Avg Close — Range —
Q4 2023
Shares 96,720 Value ($000) $7,264 Avg Close — Range —
Q3 2023
Shares 107,452 Value ($000) $7,352 Avg Close — Range —
Q2 2023
Shares 113,901 Value ($000) $8,028 Avg Close — Range —
Q1 2023
Shares 125,631 Value ($000) $8,132 Avg Close — Range —