ISHARES TR

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

TRITONPOINT WEALTH, LLC's Holding History (CIK: 0002008171)

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

Q4 2025
Shares 13,455 Value ($000) $1,659 Avg Close — Range —
Q3 2025
Shares 11,879 Value ($000) $1,434 Avg Close — Range —
Q2 2025
Shares 11,629 Value ($000) $1,280 Avg Close — Range —
Q1 2025
Shares 11,467 Value ($000) $1,064 Avg Close — Range —
Q4 2024
Shares 10,725 Value ($000) $1,089 Avg Close — Range —
Q3 2024
Shares 11,083 Value ($000) $1,056 Avg Close — Range —
Q2 2024
Shares 11,083 Value ($000) $1,026 Avg Close — Range —
Q1 2024
Shares 11,271 Value ($000) $904 Avg Close — Range —
Q4 2023
Shares 12,042 Value ($000) $904 Avg Close — Range —