ISHARES TR

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

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q4 2025
Shares 184,715 Value ($000) $22,293 Avg Close — Range —
Q3 2025
Shares 147,298 Value ($000) $18,324 Avg Close — Range —
Q2 2025
Shares 147,101 Value ($000) $16,359 Avg Close — Range —
Q1 2025
Shares 143,358 Value ($000) $13,491 Avg Close — Range —
Q4 2024
Shares 139,298 Value ($000) $14,408 Avg Close — Range —
Q3 2024
Shares 138,576 Value ($000) $13,553 Avg Close — Range —
Q2 2024
Shares 136,283 Value ($000) $12,140 Avg Close — Range —
Q1 2024
Shares 135,168 Value ($000) $11,914 Avg Close — Range —
Q4 2023
Shares 153,493 Value ($000) $12,035 Avg Close — Range —
Q3 2023
Shares 155,022 Value ($000) $10,898 Avg Close — Range —
Q2 2023
Shares 164,998 Value ($000) $11,609 Avg Close — Range —
Q1 2023
Shares 161,953 Value ($000) $10,326 Avg Close — Range —