ISHARES TR

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

Higgins & Schmidt Wealth Strategies LLC's Holding History (CIK: 0001941260)

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

Q4 2025
Shares 66,771 Value ($000) $8,230 Avg Close — Range —
Q3 2025
Shares 70,264 Value ($000) $8,482 Avg Close — Range —
Q2 2025
Shares 71,975 Value ($000) $7,924 Avg Close — Range —
Q1 2025
Shares 72,940 Value ($000) $6,771 Avg Close — Range —
Q4 2024
Shares 75,299 Value ($000) $7,645 Avg Close — Range —
Q3 2024
Shares 82,139 Value ($000) $7,865 Avg Close — Range —
Q2 2024
Shares 86,057 Value ($000) $7,964 Avg Close — Range —
Q1 2024
Shares 87,127 Value ($000) $7,357 Avg Close — Range —
Q4 2023
Shares 88,397 Value ($000) $6,639 Avg Close — Range —