ISHARES TR

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

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 56,410 Value ($000) $7,012 Avg Close — Range —
Q3 2025
Shares 56,606 Value ($000) $6,820 Avg Close — Range —
Q2 2025
Shares 57,768 Value ($000) $6,580 Avg Close — Range —
Q1 2025
Shares 60,614 Value ($000) $5,627 Avg Close — Range —
Q4 2024
Shares 62,165 Value ($000) $6,312 Avg Close — Range —
Q3 2024
Shares 63,583 Value ($000) $6,088 Avg Close — Range —
Q2 2024
Shares 67,698 Value ($000) $6,265 Avg Close — Range —
Q1 2024
Shares 40,368 Value ($000) $3,409 Avg Close — Range —
Q4 2023
Shares 18,462 Value ($000) $1,386 Avg Close — Range —