ISHARES TR

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

GDS Wealth Management's Holding History (CIK: 0001940869)

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

Q4 2025
Shares 7,662 Value ($000) $944 Avg Close — Range —
Q3 2025
Shares 7,473 Value ($000) $902 Avg Close — Range —
Q2 2025
Shares 7,498 Value ($000) $826 Avg Close — Range —
Q1 2025
Shares 7,005 Value ($000) $650 Avg Close — Range —
Q4 2024
Shares 6,725 Value ($000) $683 Avg Close — Range —
Q3 2024
Shares 6,410 Value ($000) $614 Avg Close — Range —
Q2 2024
Shares 6,310 Value ($000) $584 Avg Close — Range —
Q1 2024
Shares 6,498 Value ($000) $549 Avg Close — Range —
Q4 2023
Shares 6,796 Value ($000) $510 Avg Close — Range —
Q3 2023
Shares 7,091 Value ($000) $485 Avg Close — Range —
Q2 2023
Shares 7,255 Value ($000) $511 Avg Close — Range —
Q1 2023
Shares 7,492 Value ($000) $479 Avg Close — Range —
Q4 2022
Shares 7,293 Value ($000) $427 Avg Close — Range —
Q3 2022
Shares 7,426 Value ($000) $430 Avg Close — Range —
Q2 2022
Shares 7,232 Value ($000) $436 Avg Close — Range —
Q1 2022
Shares 8,094 Value ($000) $582 Avg Close — Range —
Q4 2021
Shares 6,342 Value ($000) $531 Avg Close — Range —