ISHARES TR

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

West Wealth Group, LLC's Holding History (CIK: 0001923591)

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

Q4 2025
Shares 439,568 Value ($000) $54,181 Avg Close Range
Q3 2025
Shares 421,069 Value ($000) $50,697 Avg Close Range
Q2 2025
Shares 419,087 Value ($000) $47,918 Avg Close Range
Q1 2025
Shares 542,892 Value ($000) $50,760 Avg Close Range
Q4 2024
Shares 534,688 Value ($000) $54,287 Avg Close Range
Q3 2024
Shares 511,977 Value ($000) $49,022 Avg Close Range
Q2 2024
Shares 486,128 Value ($000) $44,986 Avg Close Range
Q1 2024
Shares 429,416 Value ($000) $36,260 Avg Close Range
Q4 2023
Shares 73,019 Value ($000) $5,484 Avg Close Range
Q3 2023
Shares 69,941 Value ($000) $4,785 Avg Close Range