ISHARES TR

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

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 91,520 Value ($000) $11,281 Avg Close — Range —
Q3 2025
Shares 94,967 Value ($000) $11,465 Avg Close — Range —
Q2 2025
Shares 96,263 Value ($000) $10,599 Avg Close — Range —
Q1 2025
Shares 98,359 Value ($000) $9,131 Avg Close — Range —
Q4 2024
Shares 101,621 Value ($000) $10,318 Avg Close — Range —
Q3 2024
Shares 103,628 Value ($000) $9,922 Avg Close — Range —
Q2 2024
Shares 106,301 Value ($000) $9,837 Avg Close — Range —
Q1 2024
Shares 104,775 Value ($000) $8,847 Avg Close — Range —
Q4 2023
Shares 102,400 Value ($000) $7,690 Avg Close — Range —