ISHARES TR

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

Avid Wealth Partners LLC's Holding History (CIK: 0001992344)

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

Q4 2025
Shares 90,134 Value ($000) $11,110 Avg Close — Range —
Q3 2025
Shares 121,276 Value ($000) $14,640 Avg Close — Range —
Q2 2025
Shares 118,943 Value ($000) $13,096 Avg Close — Range —
Q1 2025
Shares 107,028 Value ($000) $9,935 Avg Close — Range —
Q4 2024
Shares 113,752 Value ($000) $11,549 Avg Close — Range —
Q3 2024
Shares 112,567 Value ($000) $10,778 Avg Close — Range —
Q2 2024
Shares 122,699 Value ($000) $11,355 Avg Close — Range —
Q1 2024
Shares 61,173 Value ($000) $5,165 Avg Close — Range —