ISHARES TR

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

TWIN PEAKS WEALTH ADVISORS, LLC's Holding History (CIK: 0002006218)

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

Q4 2025
Shares 77,369 Value ($000) $9,482 Avg Close — Range —
Q3 2025
Shares 64,681 Value ($000) $7,808 Avg Close — Range —
Q2 2025
Shares 64,188 Value ($000) $7,435 Avg Close — Range —
Q1 2025
Shares 62,015 Value ($000) $5,643 Avg Close — Range —
Q4 2024
Shares 53,126 Value ($000) $5,394 Avg Close — Range —
Q3 2024
Shares 48,103 Value ($000) $4,606 Avg Close — Range —
Q2 2024
Shares 42,116 Value ($000) $3,897 Avg Close — Range —
Q1 2024
Shares 20,794 Value ($000) $1,756 Avg Close — Range —
Q4 2023
Shares 6,147 Value ($000) $462 Avg Close — Range —