ISHARES TR

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

Strategies Wealth Advisors, LLC's Holding History (CIK: 0001976435)

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

Q4 2025
Shares 15,913 Value ($000) $1,961 Avg Close — Range —
Q3 2025
Shares 16,611 Value ($000) $2,005 Avg Close — Range —
Q2 2025
Shares 22,404 Value ($000) $2,467 Avg Close — Range —
Q1 2025
Shares 24,348 Value ($000) $2,260 Avg Close — Range —
Q4 2024
Shares 24,717 Value ($000) $2,611 Avg Close — Range —
Q3 2024
Shares 28,124 Value ($000) $2,693 Avg Close — Range —
Q2 2024
Shares 29,514 Value ($000) $2,731 Avg Close — Range —
Q1 2024
Shares 28,751 Value ($000) $2,428 Avg Close — Range —
Q4 2023
Shares 31,318 Value ($000) $2,352 Avg Close — Range —
Q3 2023
Shares 31,277 Value ($000) $2,140 Avg Close — Range —
Q2 2023
Shares 32,520 Value ($000) $2,292 Avg Close — Range —
Q1 2023
Shares 32,817 Value ($000) $2,097 Avg Close — Range —
Q4 2022
Shares 27,381 Value ($000) $1,602 Avg Close — Range —
Q2 2022
Shares 22,530 Value ($000) $1,360 Avg Close — Range —
Q1 2022
Shares 22,975 Value ($000) $1,755 Avg Close — Range —
Q4 2021
Shares 25,060 Value ($000) $2,097 Avg Close — Range —