ISHARES TR

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

LJI Wealth Management, LLC's Holding History (CIK: 0001988563)

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

Q4 2025
Shares 2,691 Value ($000) $332 Avg Close — Range —
Q3 2025
Shares 2,691 Value ($000) $325 Avg Close — Range —
Q2 2025
Shares 2,589 Value ($000) $285 Avg Close — Range —
Q1 2025
Shares 2,589 Value ($000) $240 Avg Close — Range —
Q4 2024
Shares 2,589 Value ($000) $263 Avg Close — Range —
Q3 2024
Shares 4,594 Value ($000) $440 Avg Close — Range —
Q2 2024
Shares 4,591 Value ($000) $425 Avg Close — Range —
Q1 2024
Shares 4,589 Value ($000) $388 Avg Close — Range —
Q4 2023
Shares 4,587 Value ($000) $345 Avg Close — Range —
Q3 2023
Shares 4,575 Value ($000) $313 Avg Close — Range —
Q2 2023
Shares 4,575 Value ($000) $322 Avg Close — Range —
Q1 2023
Shares 4,571 Value ($000) $292 Avg Close — Range —
Q4 2022
Shares 4,565 Value ($000) $267 Avg Close — Range —