ISHARES TR

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

Fortis Capital Advisors, LLC's Holding History (CIK: 0001959790)

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

Q4 2025
Shares 17,726 Value ($000) $2,185 Avg Close — Range —
Q3 2025
Shares 18,152 Value ($000) $2,191 Avg Close — Range —
Q2 2025
Shares 11,420 Value ($000) $1,257 Avg Close — Range —
Q1 2025
Shares 11,420 Value ($000) $1,060 Avg Close — Range —
Q4 2024
Shares 18,283 Value ($000) $1,705 Avg Close — Range —
Q3 2024
Shares 18,247 Value ($000) $1,747 Avg Close — Range —
Q2 2024
Shares 17,799 Value ($000) $1,647 Avg Close — Range —
Q1 2024
Shares 10,832 Value ($000) $915 Avg Close — Range —
Q4 2023
Shares 10,832 Value ($000) $813 Avg Close — Range —
Q3 2023
Shares 11,800 Value ($000) $807 Avg Close — Range —
Q2 2023
Shares 11,800 Value ($000) $832 Avg Close — Range —
Q1 2023
Shares 10,800 Value ($000) $690 Avg Close — Range —
Q4 2022
Shares 11,350 Value ($000) $664 Avg Close — Range —