ISHARES TR

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

POWER WEALTH MANAGEMENT LLC's Holding History (CIK: 0002001039)

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

Q4 2025
Shares 23,438 Value ($000) $2,889 Avg Close — Range —
Q3 2025
Shares 24,250 Value ($000) $2,927 Avg Close — Range —
Q2 2025
Shares 24,250 Value ($000) $2,670 Avg Close — Range —
Q1 2025
Shares 25,288 Value ($000) $2,347 Avg Close — Range —
Q4 2024
Shares 28,864 Value ($000) $2,931 Avg Close — Range —
Q3 2024
Shares 29,455 Value ($000) $2,820 Avg Close — Range —
Q2 2024
Shares 30,196 Value ($000) $2,794 Avg Close — Range —
Q1 2024
Shares 53,334 Value ($000) $4,504 Avg Close — Range —
Q4 2023
Shares 52,887 Value ($000) $3,972 Avg Close — Range —