ISHARES TR

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

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 3,040 Value ($000) $375 Avg Close — Range —
Q3 2025
Shares 3,215 Value ($000) $388 Avg Close — Range —
Q2 2025
Shares 4,207 Value ($000) $463 Avg Close — Range —
Q1 2025
Shares 4,657 Value ($000) $432 Avg Close — Range —
Q4 2024
Shares 5,123 Value ($000) $520 Avg Close — Range —
Q3 2024
Shares 6,315 Value ($000) $605 Avg Close — Range —
Q2 2024
Shares 9,089 Value ($000) $841 Avg Close — Range —
Q1 2024
Shares 6,300 Value ($000) $532 Avg Close — Range —
Q4 2023
Shares 2,798 Value ($000) $210 Avg Close — Range —
Q3 2023
Shares 3,068 Value ($000) $210 Avg Close — Range —
Q2 2023
Shares 6,534 Value ($000) $461 Avg Close — Range —