ISHARES TR

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

StoneCrest Wealth Management, Inc.'s Holding History (CIK: 0002008409)

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

Q4 2025
Shares 32,721 Value ($000) $4,033 Avg Close — Range —
Q3 2025
Shares 31,958 Value ($000) $3,858 Avg Close — Range —
Q2 2025
Shares 32,416 Value ($000) $3,569 Avg Close — Range —
Q1 2025
Shares 32,084 Value ($000) $2,978 Avg Close — Range —
Q4 2024
Shares 31,973 Value ($000) $3,246 Avg Close — Range —
Q3 2024
Shares 30,506 Value ($000) $2,921 Avg Close — Range —
Q2 2024
Shares 31,131 Value ($000) $2,881 Avg Close — Range —
Q1 2024
Shares 31,370 Value ($000) $2,649 Avg Close — Range —
Q4 2023
Shares 33,257 Value ($000) $2,498 Avg Close — Range —