ISHARES TR

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

Ethos Financial Group, LLC's Holding History (CIK: 0001954242)

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

Q4 2025
Shares 4,691 Value ($000) $578 Avg Close Range
Q3 2025
Shares 71,549 Value ($000) $8,637 Avg Close Range
Q2 2025
Shares 13,125 Value ($000) $1,445 Avg Close Range
Q1 2025
Shares 5,433 Value ($000) $527 Avg Close Range
Q4 2024
Shares 5,497 Value ($000) $558 Avg Close Range
Q3 2024
Shares 83,816 Value ($000) $8,025 Avg Close Range
Q2 2024
Shares 85,750 Value ($000) $8 Avg Close Range
Q1 2024
Shares 87,024 Value ($000) $7 Avg Close Range
Q4 2023
Shares 86,822 Value ($000) $7 Avg Close Range