ISHARES TR

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

FSM Wealth Advisors, LLC's Holding History (CIK: 0001942548)

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

Q4 2025
Shares 8,344 Value ($000) $1,029 Avg Close — Range —
Q3 2025
Shares 8,344 Value ($000) $1,007 Avg Close — Range —
Q2 2025
Shares 8,878 Value ($000) $978 Avg Close — Range —
Q1 2025
Shares 8,878 Value ($000) $824 Avg Close — Range —
Q4 2024
Shares 8,878 Value ($000) $910 Avg Close — Range —
Q3 2024
Shares 8,878 Value ($000) $850 Avg Close — Range —
Q2 2024
Shares 8,878 Value ($000) $822 Avg Close — Range —
Q1 2024
Shares 8,878 Value ($000) $750 Avg Close — Range —
Q4 2023
Shares 8,877 Value ($000) $667 Avg Close — Range —
Q3 2023
Shares 8,877 Value ($000) $607 Avg Close — Range —
Q2 2023
Shares 8,877 Value ($000) $620 Avg Close — Range —
Q1 2023
Shares 8,877 Value ($000) $567 Avg Close — Range —
Q4 2022
Shares 8,877 Value ($000) $519 Avg Close — Range —
Q3 2022
Shares 8,876 Value ($000) $514 Avg Close — Range —
Q2 2022
Shares 4,068 Value ($000) $279 Avg Close — Range —