ISHARES TR

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

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 816,194 Value ($000) $100,604 Avg Close — Range —
Q3 2025
Shares 858,560 Value ($000) $103,645 Avg Close — Range —
Q2 2025
Shares 1,083,566 Value ($000) $119,301 Avg Close — Range —
Q1 2025
Shares 1,105,387 Value ($000) $102,613 Avg Close — Range —
Q4 2024
Shares 876,220 Value ($000) $88,963 Avg Close — Range —
Q3 2024
Shares 808,492 Value ($000) $77,413 Avg Close — Range —
Q2 2024
Shares 903,063 Value ($000) $83,569 Avg Close — Range —
Q1 2024
Shares 841,325 Value ($000) $71,042 Avg Close — Range —
Q4 2023
Shares 898,202 Value ($000) $67,455 Avg Close — Range —