ISHARES TR

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

ORBA Wealth Advisors, L.L.C.'s Holding History (CIK: 0002010248)

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

Q4 2025
Shares 5,478 Value ($000) $675 Avg Close — Range —
Q3 2025
Shares 5,478 Value ($000) $661 Avg Close — Range —
Q2 2025
Shares 5,478 Value ($000) $603 Avg Close — Range —
Q1 2025
Shares 5,968 Value ($000) $554 Avg Close — Range —
Q4 2024
Shares 5,968 Value ($000) $606 Avg Close — Range —
Q3 2024
Shares 5,968 Value ($000) $571 Avg Close — Range —
Q2 2024
Shares 6,420 Value ($000) $594 Avg Close — Range —
Q1 2024
Shares 5,600 Value ($000) $473 Avg Close — Range —
Q4 2023
Shares 6,000 Value ($000) $451 Avg Close — Range —