ISHARES TR

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

LMG Wealth Partners, LLC's Holding History (CIK: 0001965772)

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

Q4 2025
Shares 334,947 Value ($000) $41,286 Avg Close — Range —
Q3 2025
Shares 334,164 Value ($000) $40,340 Avg Close — Range —
Q2 2025
Shares 334,529 Value ($000) $36,832 Avg Close — Range —
Q1 2025
Shares 338,443 Value ($000) $31,418 Avg Close — Range —
Q4 2024
Shares 341,616 Value ($000) $34,684 Avg Close — Range —
Q3 2024
Shares 340,504 Value ($000) $32,603 Avg Close — Range —
Q2 2024
Shares 350,138 Value ($000) $32,402 Avg Close — Range —
Q1 2024
Shares 348,394 Value ($000) $29,418 Avg Close — Range —
Q4 2023
Shares 365,298 Value ($000) $27,434 Avg Close — Range —
Q3 2023
Shares 366,704 Value ($000) $25,090 Avg Close — Range —
Q2 2023
Shares 360,931 Value ($000) $25,438 Avg Close — Range —
Q1 2023
Shares 358,649 Value ($000) $22,914 Avg Close — Range —
Q4 2022
Shares 351,131 Value ($000) $21,131 Avg Close — Range —